charity

I love donor-advised funds. This remarkable financial tool has been around since the 1930’s, but their popularity has soared in recent years.

Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area full of pitfalls. If you are thinking about starting a charitable giving program, try to get your financial advisor involved early in the process. She can help you avoid many of the frustrations and mistakes that hamper some charitable giving efforts. In addition, your financial advisor can help you do the careful due diligence that should precede your charitable giving

Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would help us learn to be better investors. I remember how I loved to look at those colorful and intricately engraved pieces of paper. Is it still possible to give stock certificates today?