Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Charitable giving is invariably on every year-end financial-planning to-do list--year in and year out. Director of personal finance Christine Benz outlines four key charitable giving strategies that retirees should consider before year-end. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.