Philanthropy

Sara Barba and Sandra Swirski look at philanthropy’s fate for 2025.

The Apollo co-founder has sold or gifted 9.1 million shares of his multibillion-dollar stake since January, the most in a calendar year since the private equity firm went public more than a decade ago.

Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.

Without proper guidance, this client group can miss opportunities.

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

Are you ready to help your clients and the next generations of their families?

The available advocacy tools aren’t as fraught or complicated as they may seem, and the payoff for communities is huge.

A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.