Millennials don’t associate wealth as “peace of mind,” philanthropy overlooks mental health and Raymond James adds two Michigan offices.

Make sure clients understand rules before taking action.

Strategies to maximize the value of charitable gifts.

Christopher P. Woehrle explains the effect of the Tax Cuts and Jobs Act’s denial of the above-the-line alimony deduction to a payer of alimony.

Follow the U.N.’s 17 sustainable development goals.

Advisors who embrace this shift can deepen their relationships with entire client families.

DAFs now significantly outnumber private foundations in the U.S., and the gap is widening.

These three case studies illustrate unique potential opportunities.

Federal District court rules that the gift agreement is binding.

Some items of particular interest to charities, advisors and their clients.