News

In a story around a lawsuit brought against a donor-advised fund (DAF) sponsor, Partner Mike Wang shares his persepctive on the recent growth of DAFs and the evolving complexities of this space.

In his piece for WealthManagement.com, Partner Mike Wang offers guidance on bridging generational differences to strengthen philanthropic engagement and impact.

In this story for the Chronicle of Philanthropy’s annual Philanthropy 50, Founding Partner Alex Johnston is quoted in a story about how charities and nonprofits can best build long-term relationships that lead to transformational gifts, highlighting the value of an authentic connection and conversation.

Partner Mike Wang comments on how a proposed wealth tax in California could reshape philanthropic behavior among ultra-high-net-worth donors.

In his piece for Financial Planning, Partner Mike Wang outlines actionable strategies advisors can use to unlock and deploy dormant donor-advised fund assets.

In this piece about the role of responsible AI as a growing trend higher education philanthropy, Founding Partner Alex Johnston shares perspective on the impact of a gift made to Binghamton University to establish an AI research center.

In this article, Partner Mike Wang is quoted on an under-the-radar tax credit and its potential to incentivize charitable giving.

Partner Mike Wang shares his perspective on the Dell family’s historic $6 billion gift and how funders are approaching long-term strategies to advance intergenerational wealth and equity.

In this piece, Partner Mike Wang weighs in on how recent tax law changes are expected to influence giving strategies across donors of all sizes.

Founding Partner Alex Johnston discusses how major donors are reassessing their strategies in light of mounting federal funding cuts – focusing on helping nonprofits ‘keep the lights on,’ prioritizing the most urgent needs, and encouraging their peers to give more.