Philanthropy

Making wealth meaningful

How to use philanthropy to bring family together.

Thoughtful planning can make post-business philanthropy especially impactful

With changes to charitable giving coming in 2026, the time to act is now.

Making maximum impact

Families increasingly want their wealth to make a positive mark on the world. Here’s how advisors can help.

Donor-advised funds: Planning for the exit

DAFs are relatively quick and easy to stand up, but clients and their advisors often fail to think through what will happen to the fund when the donor-client is unable to personally manage the account anymore.

Gifts that keep on giving

How to create a philanthropic plan that is stable, but never static.