Alexandra Armstrong, one of the first individuals to obtain a CFP certification, still remembers walking into Ameriprise more than 25 years ago and asking for a $10 million donation. Armstrong, now 81 ...

Kevin Murphy doesn’t want his hometown of Reading, Pa., to join the list, but he feels it’s almost inevitable. The president of the Berks County Community Foundation, in Pennsylvania, has watched as ...

Few family foundations have plans to shut down after a certain period of time, preferring instead to exist in perpetuity, according to a survey released last week by the Foundation Center. But the ...

As board members of grantmaking foundations, one of your most critical responsibilities is ensuring the long-term sustainability and success of your organization. However, many boards of directors ...

Private foundations have been an effective giving vehicle for families to leave a lasting philanthropic legacy for decades. Foundations are impactful means for families looking to create a mark on ...

Philanthropic reasons abound why a donor might establish a private foundation for charitable giving, several short- and long-term tax benefits also make such an entity appealing. “Savvy investors and ...

The Indianapolis Foundation, one of the oldest community foundations in the United States, rolled out a new, five-year strategic plan Monday that will push for equity in housing, health, the ...

Hopefully, when and how you take your Social Security benefits is not driven solely on emotion. I often hear people say they are taking benefits as early as they can because they earned them, and ...

The Great American Songbook Foundation plans to construct a museum in Carmel north of the Center for the Performing Arts. The organization has entered into a preliminary agreement with the city of ...

A strategic competition is defined by a contest of action and counteraction between determined and capable foes. From military brinksmanship in the South China Sea to sparring over international trade ...

That was my response when I when I first heard the now-ubiquitous term “goals-based investing” several years ago. Isn’t all investing “goals-based”? And if people aren’t investing with goals in mind, ...