September 29, 2026
Protecting Gifts to Institutions at Risk of Failing
Steps to take before clients commit to giving. Giving to one’s alma mater (or child’s alma mater)…
August 14, 2026
Make sure the institutions your client plans to support offer flexibility and adaptability for…
July 28, 2026
Why Bequests Are Bad Planning for Donors and Charities
The Rise of Donations Via Bequests May Be a Sign of Bad Planning. Advisors may be depriving their…
June 16, 2026
Wealth Guidance for Affluent Young Adults Is Lacking
How advisors can help improve financial literacy. A recent Wall Street Journal article caught my…
May 21, 2026
Study Shows Little Increase in Philanthropic Discussions
Advisors recognize it’s important, but don’t follow through. Regular readers of this column know I…
April 29, 2026
Charitable Giving Strategies for Newly Wealthy Clients
Young IPO stakeholders and retiring business owners need to be ready for the tidal wave of…
March 21, 2026
Charitable Giving Guidance Beyond Donor-Advised Funds
Beyond the Donor-Advised Fund DAFs aren’t the only way for clients to give. A new Fidelity white…
February 13, 2026
Incorporate Charitable Giving in Succession Planning
Create a framework for discussing money and philanthropy. Numerous studies and news reports show…