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Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and
Doug Balfour, author of Doing Good Great: An Insider’s Guide to Getting the Most Out of Your Philanthropic Journey, and Pat Armstrong of the Abbot Downing Institute for Family Culture discuss
Reviewing the changes to the Tax Reform law from the lens of tax-efficient giving, it's clear it created some philanthropic winners and losers for the next few years. With the elimination of the
It’s the giving season—a time of joy, wonder, togetherness, and sharing. For Kimberly Myers-Hewlett, it is also a special time that brings her back to her philanthropic roots that began
What choices do you have when it comes to transparency? How open and accessible is your family foundation—to the extended family, to grant seekers and partners, to the public? What approach do
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
Charitable giving in the U.S. has grown to record levels in recent years, and donor-advised funds (DAFs) account for nearly 10% of all U.S. charitable giving. Learn why benefits such as tax savings,
The Tax Cuts and Jobs Act went into effect on January 1, 2018, and some experts suggest there could be a significant impact on charitable giving. Kim Laughton, President of Schwab Charitable, sat
Farhad Ebrahimi invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister
Hear from Monica about her grandmother's influence encouraging the new, third generation to get involved and bring their own voices to the table. Monica, now president of the Conant Family