The Pension Protection Act of 2006 (PPA), which so radically redefined the rules for supporting organizations, also transformed the rules for donor-advised funds (DAFs). The PPA for the first time accords DAFs express recognition in the Internal...
Studies indicate stock options have contributed significantly to the sharp rise in the number of households worth $25 million and more. That means there's a growing number of executives who qualify as clients for the services of top-flight wealth...