Helping Clients With Charitable Giving Won’t Dent Your AUM Dec 20, 2024 But it could make you a hero. IRS Approves Modifications of Charitable Remainder Unitrust Dec 11, 2024 Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantor’s current... Ten to Watch in 2025: Dien Yuen Dec 10, 2024 Dien Yuen is the CEO of Daylight Advisors. 2024 Best of the Best Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Grantmaking Organizations Experienced Strong Growth in 2024 Dec 02, 2024 Some key philanthropy trends and predictions for 2025. Seven Drafting Considerations for Making Legacy Political Gifts Nov 27, 2024 Don’t run afoul of campaign finance laws. WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration Nov 22, 2024 Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches. Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
IRS Approves Modifications of Charitable Remainder Unitrust Dec 11, 2024 Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantor’s current... Ten to Watch in 2025: Dien Yuen Dec 10, 2024 Dien Yuen is the CEO of Daylight Advisors. 2024 Best of the Best Sign up for the WM Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong, S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacau, S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, ChinaTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Policy. List Leave this field blank Grantmaking Organizations Experienced Strong Growth in 2024 Dec 02, 2024 Some key philanthropy trends and predictions for 2025. Seven Drafting Considerations for Making Legacy Political Gifts Nov 27, 2024 Don’t run afoul of campaign finance laws. WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration Nov 22, 2024 Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches. Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Ten to Watch in 2025: Dien Yuen Dec 10, 2024 Dien Yuen is the CEO of Daylight Advisors. 2024 Best of the Best
Grantmaking Organizations Experienced Strong Growth in 2024 Dec 02, 2024 Some key philanthropy trends and predictions for 2025. Seven Drafting Considerations for Making Legacy Political Gifts Nov 27, 2024 Don’t run afoul of campaign finance laws. WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration Nov 22, 2024 Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches. Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Seven Drafting Considerations for Making Legacy Political Gifts Nov 27, 2024 Don’t run afoul of campaign finance laws. WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration Nov 22, 2024 Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches. Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
WealthStack Roundup: AssetMark, TIFIN Broaden Collaboration Nov 22, 2024 Also, Betterment integrates with Daffy, d1g1t launches a UMA framework and Advisor CRM launches. Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Warren Buffett’s Charitable Trust Requires His Kids’ Unanimous Consent Nov 06, 2024 Will this decision create harmony or discord? Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Rage Donating: How To Turn Anger Into Altruism Nov 04, 2024 Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference. The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy. Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
The Role of the Generational Divide in Charitable Giving Oct 23, 2024 A recent study identifies gender and age as significant influencers in philanthropy.
Charitable Remainder Trusts: A Retrospective with an Eye to the Future Oct 23, 2024 How a versatile planning tool can benefit clients and advisors alike. Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Optimizing the Utility Of Spending Wealth Oct 21, 2024 Christopher P. Woehrle analyzes an exchange of future unitrust payments for a charitable gift annuity. Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
Philtech Provider Foundation Source Acquires Vennfi Oct 18, 2024 Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs. Load More 1 2 3 next last Load More
