The shuttering of the philanthropy advisory firm follows months of uncertainty about its future.

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles ...

Released today and authored by Foundation Source CEO Joseph Mrak III, the 2026 Giving Outlook: Adapting to Reform, Redefining Impact explores how tax reform, technology, and evolving donor ...

At Rockefeller Philanthropy Advisors, our mission is to accelerate philanthropy in pursuit of a just world. We advise established and aspiring philanthropists, foundations, and corporations; manage ...

SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with TIFIN Give, part of TIFIN’s ecosystem of wealth technology platforms, to launch an ...

Marie Dageville and her husband Benoit Dageville became billionaires overnight when his data cloud company, Snowflake, went public in September 2020. After that life changing moment, Marie, a former ...

Financial advisors who don’t talk about philanthropy with their clients may be overlooking a big opportunity to build out and grow their busineses. Why? The wealthy families you likely want to work ...

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 ...

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 ...

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.