We occasionally receive questions about charitable foundations and when it makes sense to consider a foundation for giving. We will cover some of the key factors here.

Donor-advised funds are the fastest-growing charitable giving vehicle in the United States—and for good reason. Donor-advised funds are a simple, flexible and tax-efficient way of supporting the charities you care about. 

Investing in many categories of alternative investments, such as private equity, venture capital and hedge funds, requires buying private securities that are not registered with the U.S. Securities and Exchange Commission (SEC) and are not traded in public markets.

You’ve been approached by a hot new startup company that urgently needs your talents and asks you to come in to interview. The product and technology sound great, and you can’t stop thinking about how much money you’ll make when the company goes public or gets acquired.