Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people wait until late in the year to plan their charitable gifts ...

Kenneth Johnson ‘71 grew up in a blue collar family in Walpole, Massachusetts. In 1967, Bates College offered him a full scholarship to attend over 4 years, and he readily accepted. “I’m forever ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

Discover smart giving tactics used by wealthy families to reduce tax liability while maximizing charitable impact Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

Tax-efficient charitable giving allows you to support causes that matter to you while reaping a financial benefit. Donor-advised funds offer a simple way to give to charity and receive a tax benefit, ...