The landscape has shifted greatly in the past 18 months.

Simplify Asset Management has launched a new fund, the Simplify Health Care ETF (PINK), that has pledged to donate its fee profits to Susan G. Komen for the Cure.

He’s suing for his share of the estate after executor rejected his demand.

In sheer size, the leak of the financial records known as the Pandora Papers eclipses that of the Panama Papers in 2016. 

Who got their fintech in my philanthropy?

The Bill & Melinda Gates Foundation -- the largest philanthropy in the study, with almost $50 billion in assets -- was the only one to report that 0% of its holdings are with diverse firms.

Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.

Ideas to discuss with philanthropically inclined clients.

The ins and outs.