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 ...

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 ...

The Bellosguardo Foundation is set to go in front of the Santa Barbara Planning Commission on Thursday to request permits for ...

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 ...

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 ...

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 ...

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, ...

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 ...

CLEVELAND, Ohio — With assets of $2.6 billion and annual grants totaling more than $115 million, the Cleveland Foundation is known best as the nation’s oldest community foundation and as the city’s ...

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 ...