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At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private
Some families start a private foundation because they want to give back while others are seeking tax savings. Whatever the impetus, private foundations serve as a powerful and flexible philanthropic
With more business families going global, it’s imperative that family businesses consider the tax implications as well as the business and personal factors when planning a family business
While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity
ChatGPT and other generative AI tools are expanding and changing the way work is done. From a legal perspective, there are issues to consider when it comes to using generative AI in the
While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on
Three years since the inception of the COVID pandemic, market adaptation remains a work in process. Inflation and monetary policy drive daily volatility, but additional risks could arise. Despite
With the Silicon Valley Bank (SVB) collapse marking another bank failure, it has triggered questions regarding the various considerations and options for holding short-term funds. With this
Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Schwab Charitable Giving Guide
Given the distress in the financial system and high-profile bank failures, many emerging companies may be asking themselves: “Why am I holding so much cash?” The Investment Company Act of