Philanthropy

As the year draws to a close, many donors look for ways to align their giving with both personal values and financial goals. With significant tax law changes set for 2026, now is the time to review your charitable strategy to maximize impact and tax efficiency before year-end.

Learn how to support charitable causes through contributing complex, illiquid assets to a donor-advised fund.

Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.

Understand the relative advantages of donor-advised funds and private foundations when pursuing charitable giving.

This article explores key considerations around family philanthropy systems and provides takeaways for healthy philanthropic practices, both individually and collaboratively.

In this article, we explain key considerations when selecting an institutional investment advisor.