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.
Americans Donated Record $417B in 2013
Giving was up 13% over 2012, the Atlas of Giving reported; Schwab Charitable and Fidelity Charitable both reported big increases in grants to nonprofits.
New Widget Makes Donor-Advised Fund Giving Easier
A group of donor-advised fund sponsors and nonprofit groups have developed a widget designed to help nonprofits simplify charitable giving and tap into DAFs.
Fidelity Charitable Sees Record Grants and Contributions in 2012
Last year’s improved stock market and economic conditions—and an uncertain tax environment—made donors feel more charitable.
Clients Give More to Charity Than Advisors Think
New research from Fidelity Charitable shows that more wealthy individuals who use financial advisors are giving to charity than advisors estimate. They are also giving at higher levels.
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.
Fidelity Charitable Announces New Advisor Platform
GivingCentral allows advisors to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online.
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.
OppenheimerFunds to End Donor Advised Fund Program
OppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firm’s chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.