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  1. Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund
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    Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

    Donor-advised funds are "a one-stop shop" for managing your charitable giving, offering convenience, flexibility and tax advantages.

  2. Smart Ways to Transfer the Family Business
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    Smart Ways to Transfer the Family Business

    Three ways to create a meaningful legacy, while generating a healthy retirement income for yourself

  3. 2018 U.S. Trust Study of High Net Worth Philanthropy<sup>1</sup>
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    2018 U.S. Trust Study of High Net Worth Philanthropy1

    Conducted in partnership with the Indiana University Lilly Family School of Philanthropy

  4. Give Thoughtfully—and Get the Kids Involved
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    Give Thoughtfully—and Get the Kids Involved

    By devoting their lives to philanthropic causes, Martha and Don Farley set an example not just for their children and grandchildren but for every family

  5. The Bank of America Charitable Gift Fund
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    The Bank of America Charitable Gift Fund

    Overview

  6. Should You Give Cash As a Wedding Gift?
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    Should You Give Cash As a Wedding Gift?

    Online registries make it easier than ever to do so—and couples may welcome the financial help, says our head of behavioral finance

  7. Millennial Motivation
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    Millennial Motivation

  8. Women: Putting Their Money Where Their Values Are
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    Women: Putting Their Money Where Their Values Are

    Highlights of Women's Giving and Impact Investing in the U.S.

  9. Looking Ahead at the Future of Giving Back
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    Looking Ahead at the Future of Giving Back

    An inspirational day where the world's most prominent donors and change makers came together with a shared desire to better the world—and to alter it for good.

  10. Healing Vets, Rescuing Dogs
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    Healing Vets, Rescuing Dogs

    How one woman fulfilled her vision for helping both returning soldiers and shelter animals

  11. 3 Ways Trusts Can Protect Your Family
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    3 Ways Trusts Can Protect Your Family

    They can be an efficient way to provide the next generation with a financial legacy—in addition to other benefits you may not have considered

  12. Are You the 'Family Bank'?
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    Are You the 'Family Bank'?

    When to say yes—and how to say no—if family members turn to you for financial support.

  13. Why Make Your Heirs Wait?
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    Why Make Your Heirs Wait?

    Giving your children their inheritance now, instead of passing it on in a will, can be very satisfying. Here are some things to consider before fast-tracking your legacy.

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