The relationship between the Massachusetts estate tax and the federal gift tax regimes can lead to somewhat surprising results.

Robert F. Sharpe, Jr. shares his observations on how to make philanthropy more satisfying for both donors and charitable recipients alike.

Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks.

The optimal place for taking moonshots?

Advisors are taking advantage of the one big tax break that hasn’t disappeared—deductions for charitable giving, according to a new survey by Fidelity Charitable.

Recent legislative activity modernizes trust administration and provides opportunities for planning.

Impact investors have deployed $502 billion but it's only just scratching the surface of the world's problems.

Harvard University and the University of Zurich, in collaboration with the World Economic Forum, have created a class called “Impact Investing for the Next Generation.” It costs $12,000 a week.

It could mean a big financial hit, as well as a harder time recruiting top talent.

Morgan Stanley GIFT Cures is the first special interest initiative of the Morgan Stanley Global Impact Funding Trust.