Philanthropy en Philanthropy Is Changing Before Our Eyes <div class="node-body article-body">The last few years have seen innovation, new tools and more resources than ever devoted to philanthropy. Here are some of the most important trends.</div> <p><a href="" target="_blank">read more</a></p> High Net Worth Philanthropy Fri, 21 Oct 2016 18:47:00 +0000 1381201 at ojogabonitoo/iStock/Thinkstock AssetMark Launches DOL Readiness Tool <div class="node-body blog-body">AssetMark launches DOL compliance readiness tool, Neuberger Berman executives form Matrix Wealth, and Ric and Jean Edelman donate $25 million to fossil research.</div> <p><a href="" target="_blank">read more</a></p> Industry People Blogs Philanthropy The Daily Brief Thu, 20 Oct 2016 10:00:00 +0000 1377451 at The Giving Pledge for the Rest of Our Clients <div class="field-deck"> Encourage increased philanthropy at all levels of capacity </div> <div class="node-body article-body">Many clients who fall below the billionaire threshold can also contribute to philanthropy—without compromising their ability to take care of themselves and their loved ones in their chosen lifestyles.</div> <p><a href="" target="_blank">read more</a></p> Philanthropy Public Wed, 19 Oct 2016 19:54:00 +0000 1377421 at <p>Nearly everyone can give something.</p> Copyright Tim Boyle, Getty Images The Debate Over DAFs <div class="node-body article-body">Over the last few decades, a revolution in charitable giving has taken place. Not everyone is happy about it.</div> <p><a href="" target="_blank">read more</a></p> Philanthropy Mon, 17 Oct 2016 12:59:00 +0000 1371011 at The Candidates’ Tax Proposals Viewed Through a Philanthropic Lens <div class="field-deck"> Both donors and charities may be affected </div> <div class="node-body article-body">When the candidates’ proposals are viewed through a philanthropic lens, it demonstrates how different a proposal can seem depending on a taxpayer’s individual circumstances. </div> <p><a href="" target="_blank">read more</a></p> Philanthropy Public Fri, 14 Oct 2016 18:56:00 +0000 1370771 at Copyright Scott Olson, Getty Images An Advisor's Guide to Philanthropy for Tech Clients <div class="node-body article-body">Charitable giving is no longer an afterthought for young tech clients, but an integral part of their wealth planning, and the challenges can be extraordinary. </div> <p><a href="" target="_blank">read more</a></p> High Net Worth Philanthropy Tue, 11 Oct 2016 15:22:00 +0000 1364291 at Tashatuvango/iStock/Thinkstock The Campaign Season Has Highlighted Plenty of Eyebrow-Raising Practices <div class="field-deck"> Will Congress take the bait? </div> <div class="node-body article-body">Whether or not the Clinton Foundation or Trump Foundation are doing anything illegal, the optics are awful. </div> <p><a href="" target="_blank">read more</a></p> Philanthropy Public Mon, 10 Oct 2016 17:41:00 +0000 1362421 at Copyright Chip Somodevilla, Getty Images Enforcing Charitable Pledges <div class="field-deck"> Lawsuit by Duke University Brings Issue to Forefront </div> <div class="node-body article-body">Duke University recently filed a claim against the estate of Aubrey McClendon for payment of nearly $10 million in outstanding charitable pledges, once again raising the question of whether and to what extent charitable pledges are legally enforceable.</div> <p><a href="" target="_blank">read more</a></p> Philanthropy Public Fri, 07 Oct 2016 20:10:00 +0000 1360371 at <p>Duke University is suing to receive up to $10 million in charitable pledges from Aubrey McClendon&#39;s estate.</p> Help Clients Evaluate Charities <div class="field-deck"> Ten suggestions to share </div> <div class="node-body article-body">While most advisors feel that it’s not their responsibility to identify charities that clients should support, they can help many of their clients understand how to best vet and work with nonprofit organizations. </div> <p><a href="" target="_blank">read more</a></p> Philanthropy Public Fri, 07 Oct 2016 19:14:00 +0000 1360311 at Six Important Conversations to Have With Clients Before the Holidays <div class="node-body gallery-body">Here are six conversations you can have with them before the holiday season sets in.</div> <p><a href="" target="_blank">read more</a></p> Personal Retirement Advisory Client Relations High Net Worth Philanthropy Retirement Planning Fri, 07 Oct 2016 14:09:00 +0000 1359481 at