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The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.

Selfishness gets a bad rap — which, for the most part, is richly deserved.

Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.

How to help your clients invest their philanthropic dollars in a charity that will last.

Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing

Beware of headlines that claim to explain markets

Frauds perpetrated against senior citizens are estimated to cost victims $2.9 billion each year.

Index strategies: 2023’s untapped opportunity

The findings reveal surprising gaps in retail investors’ understanding of index-based investing for those not investing, with the number one barrier being lack of knowledge.