October 19, 2017 What’s Your Goal in Reducing Single-Stock Risk? by Pavan W. Auman, Richard Weaver Corporate executives and other investors with very large holdings of a single stock can choose among several strategies to diversify their risk and defer or reduce taxes. The first question to ask is, What’s your goal? Equities, Philanthropy Likes 0 SHARE Bookmarks
October 11, 2017 Thinking About Making a Charitable Pledge? by Andrea Ross For many wealthy philanthropists in the US, structuring a charitable gift as a pledge is quite appealing: It’s typically a way to make a large gift in installments to your alma mater, local hospital, or another non-profit you admire. Here are a few issues to consider before you enter into an agreement with a qualified charity to give it a large sum over a set period of time. Philanthropy Likes 0 SHARE Bookmarks