Money managers have until the end of the year to pay taxes on fees they earned from investors in offshore funds and had deferred payment on.

His dream of using his fortune to fund scholarships appears to be in ruins.

Research shows that clients are interested in impact investing when the options are presented to them, yet many advisors still aren’t sure about it themselves. Here are the trends you need to know.

The days of checkbook philanthropy are fading fast.

Questions to ask and charitable techniques to use.

Millennials view investing in companies as charity, Morgan Stanley offers advisors sustainable investing training and Washington Trust adopts SEI's Wealth Platform.

The rules of tax-free direct charitable/IRA distributions and crucial deadlines.

The wealthy are looking outward, but there are still disconnects, often generational, between intention and action.

More like soccer or basketball?

Letter to Senate Finance Committee criticizes suggestion to institute a 10-year spend-down requirement and disallow transfers from private foundations to donor-advised funds.