Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.
Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough. Read More »
Planners learn strategies for guiding soldiers and veterans on unique financial challenges. Read More »
Count Bill Gross among the worlds biggest philanthropists. Read More »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. Read More »
"Some of the volunteer work that I was doing early on just kept growing on me and I found that I love being able to create change," says Russell Goldstein. Read More »
Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money." Read More »
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients. Read More »
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