Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas
‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs
DAFs, Private Foundations: Working Separately and Together
Fidelity Charitable Gift Fund and the Association of Small Foundations announced a collaboration designed to educate advisors and donors about DAFs and foundations, two of the most widely used giving vehicles, and how they complement each other.
What U.S. Donors Plan to Spend in ‘Giving Season’: Fidelity Survey
The majority of American donors plan to maintain their level of charitable giving in the fourth quarter, despite the volatile market and economic conditions, The Fidelity Charitable Gift Fund said Tuesday.
Women Drive Charitable Giving
Many wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give.
No one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
The Fidelity Charitable Gift Fund announced in late June the Charitable Investment Advisor Program, which allows independent investment advisors to provide discretionary investment management to...