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

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 ...

The Heritage Foundation released its plan for Project 2026, highlighting priorities for the prominent conservative think tank ...

When a foundation is initially created, its governing documents are a creature of circumstance—usually, there is some tax or charitable impulse that is driving the creation of the foundation. The ...

For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

Estate planning clients turn to AI to save money but risk costly mistakes. Professional advisors offer expertise AI lacks ...

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 ...

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 ...

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 ...

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 ...