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Financing Underserved Entrepreneurs

Financing Underserved Entrepreneurs

By Brian Mastroianni Capital Access Lab—an initiative of the Ewing Marion Kauffman Foundation and the Rockefeller Foundation—recently invested in five funds that are using alternative financing structures to support underserved entrepreneurs. It’s an approach to...
Choosing Between a Private Foundation vs. Donor-Advised Fund

Choosing Between a Private Foundation vs. Donor-Advised Fund

By CARLOS DIAS JR., WEALTH ADVISER, Founder and President | Dias Wealth LLC With the Tax Cuts and Jobs Act, you’ve read about how charitable planning can provide higher tax savings. But you may be asking yourself if you should set up a private foundation or...