Giving

Beyond the Bottom Line: Helping Our Clients Do Good

By taking the time to really listen to clients, we can enable them to use their wealth to also fulfill their emotional and spiritual needs. (By Kimberly Foss)

A Tax-Free Giving Option for Seniors

Turning retirement savings into climate action through qualified charitable distributions can satisfy a client’s multiple goals.

Navigating Charitable Giving in Unchartered Waters

Charitably-minded clients confused or challenged by today’s investment and philanthropic environment need your help.

Elaine Wynn, Billionaire Arts Patron Who Helped Modernize Las Vegas, Dies at 82

At a time when the wives of powerful men were decorative adjuncts, Elaine Wynn was “an equal partner in the success of Wynn Resorts,” an associate recalls.

Museum With Renowned Dinosaur Fossils Gets a $25 Million Gift

The donation by Carole and Daniel Kamin will fund renovations at the Carnegie Museum of Natural History and create an endowment for research.

Next-Gen Philanthropists Are Revolutionizing Giving but Need Help

Today’s wealthy young donors aren’t satisfied with just spreading cash around; they want to make a measurable impact.

Mysterious Donor Fled Communism and Left Millions to the Art World

He collected art for just 16 years, starting at age 64, and bequeathed a Massachusetts museum 331 works plus $45 million to build a new wing.

Republic Capital Duo Make “Significant” Donation to McCombs School of Business

John and Candace Langston's gift creates a permanent endowment at the renamed Langston Wealth Management Center.

Warren Buffett Faces Mortality With Latest Distribution

Buffett has carefully arranged how to distribute his fortune to causes his children support, while protecting them from becoming "targets of opportunity.”

Giving Anonymously Without Sacrificing Tax Breaks

Donors seeking privacy have several options but not knowing this could derail their generosity. (By Jeffrey Briskin)

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Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

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