Giving

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

Unlocking the Power of Charitable Remainder Unitrusts

A CRUT allows clients to defer income taxes on the sale of appreciated stock or investment real estate. (by Matthew Guanci)

Want HNW Clients? Go Beyond Garden-Variety Charitable Planning

Strategic philanthropy will deliver lifetime relationships across generations, says this expert. (By Claudia Ehrlich)

Raising Money-Smart Kids Safeguards Parents’ Retirement

An advisor who has seen kids ruin retirements shares “Dear Parents” advice for clients. (By Lauren Gadkowski Lindsay)

Senior Living Community’s Residents Must Volunteer

It caters to the underserved middle-income market and volunteerism helps keep the costs down.

Free Hearing Aids for Ukrainian Refugees in U.S.

They’re being offered to those who lost their hearing devices or suffered hearing damage during the war.

Building Clients’ Legacies Can Build Your Own

Helping clients’ wealth last through generations will ensure that your firm lasts, too. (By Julia Carlson)

ABLE Account Market for Disabled Individuals Hits $1 Billion AUM  

A new report details the industry’s explosion as 100,000-plus families seek a savings plan for loved ones.

How to Aid Ukrainians Near and Far

A Ukrainian-American asset manager discusses donating, divesting and helping clients with personal ties.

RBC Wealth Management’s Top Female Financial Advisor Inspires Through Volunteerism

This International Women’s Day, Ann Marie Etergino shares how her support for Women for Women International helped Afghan women amid the Taliban takeover.

Latest News

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.

Bitcoin Pizza? Liquidity Lounge?

Crypto executives are at the Davos gathering seeking to encourage faster adoption of the technology, despite the crypto crash earlier in May.

FSI Continues to Challenge DOL on Independent Contractor Rule

The trade group pledges to defend advisors’ independent contractor status as DOL appeals judge’s decision that rule must stick.

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

New Medicare Enrollees May Get Faster Coverage

A proposed rule would eliminate delays faced by people who enroll in months after their 65th birthday.

U.S. Life-Expectancy Drop Exceeds Other High-Income Countries

But it's not just Covid causing a growing gap in life expectancy between the U.S. and other countries.