Planned Giving

Wealth Secrets of the One Percent: A Modern Manual to Getting Marvelously, Obscenely Rich By Sam Wilkin

Wealth Secrets of the One Percent: A Modern Manual to Getting Marvelously, Obscenely Rich By Sam Wilkin

Discover how the superwealthy made it to the top (and you can too!)

From the richest Romans to the robber barons to today's bankers and tech billionaires, Sam Wilkin offers Freakonomics-esque insights into what it really takes to make a fortune. These stories of larger-than-life characters, strategies, and sacrifices reveal how the wealthiest did it, usually by a passion for finding loopholes, working around bureaucratic systems, and creating obstacles to competitors…

$68 trillion is about to change hands in the US

$68 trillion is about to change hands in the US

The biggest wealth transfer in history is about to happen — and it's now expected to be more than double what many thought it was. It's estimated that 45 million U.S. households will transfer $68 trillion in wealth over the next 25 years, according to Asher Cheses, a research analyst and lead author of a new report from financial services research firm Cerulli Associates…

The Givers: Wealth, Power, and Philanthropy in a New Gilded Age Hardcover By David Callahan

The Givers: Wealth, Power, and Philanthropy in a New Gilded Age Hardcover By David Callahan

Favorite Book Club of the Year (so far)

While media attention focuses on famous philanthropists such as Bill Gates and Charles Koch, thousands of donors are at work below the radar promoting a wide range of causes. David Callahan charts the rise of these new power players and the ways they are converting the fortunes of a second Gilded Age into influence. He shows how this elite works behind the scenes on education, the environment, science, LGBT rights, and many other issues…

$30 trillion is about to change hands in the US By MacKenzie Sigalos

$30 trillion is about to change hands in the US By MacKenzie Sigalos

There's a lot of money about to change hands in the U.S. — $30 trillion to be exact.

Baby boomers are the wealthiest generation in American history — and they're about to pass down those riches over the next few decades. It's the so-called great wealth transfer. But that exchange might not be as large as you had hoped if you don't take the right estate-planning steps…