Fidelity, Schwab: Donors Felt Extra Generous in 2014
Both of the big donor-advised fund sponsors reported big increases in grants by account holders, driven partly by Ebola and other health-related causes.
Vanguard, Schwab, Fidelity Share Update on DAFs
Recent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy
Chicago-based philanthropic consultant Ken Nopar talks to ThinkAdvisor about how helping clients help others can help an advisor’s bottom line.
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.