Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. Many philanthropists believe that saving money in their ...

While charitable giving often peaks at year’s end, the most effective philanthropy is anything but seasonal. For financial advisors, philanthropy is a powerful year-round tool—one that deepens their ...

Advisors who don’t find a way to bolster their philanthropic planning services and savvy could “be left behind” within several years, according to the head of a Bay Area-based firm focused on ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. Inaction has a price. Hesitating to put a new strategic plan ...

Ever since Warren Buffett announced his intention to give away a massive chunk of his fortune in June, advisors say they have noticed an increased enthusiasm for philanthropy among wealthy investors.

Nicole Morgan is chief development officer at Invest in Others Charitable Foundation ("IiO"), a nonprofit organization helping financial professionals support charitable causes in their communities.

This is an example of what type of data can be illustrated using The Social Good Map. A digital dashboard that empowers philanthropists to maximize their community impact. This is the perfect tool for ...

Philanthropy-focused fintech company PhilanthPro is looking to boost its appeal among advisors through a tie-up with philanthropic planning firm GiveTeam. The recently revealed collaboration offers ...

New addition enhances tax-efficient giving strategies for high-net-worth clients while augmenting traditional donor-advised funds. BOULDER, Colo., Feb. 19, 2025 /PRNewswire/ — Give, a TIFIN company ...

Q. I am an associate director of development at a nonprofit organization, but I would ultimately like to work as a philanthropic adviser. What is the best way to make the transition from fund raising ...