Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
Vanguard, Schwab, Fidelity Share Update on DAFs
Recent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
Fidelity Charitable Donors Granted $1.1 Billion in First Half
This was a 19% increase over the same period last year, Fidelity Charitable reported this week.
Donor-Advised Funds Aid Financial Planning, Teach Children About Giving
Families with donor-advised fund accounts are using them to prepare the next generation to take up the family’s giving legacy, according to Fidelity Charitable.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 2—Growth and Grants
Fidelity Charitable's Amy Danforth on why growing assets and optimizing the granting process will help your client's philanthropy go further In this season of giving.
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & Vehicles
In this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client's—and their charity's—goals.