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.
IRS Should Get Tougher on Charities: GAO
Budget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
U.S. Donors Gave $335B to Charity in 2013: Report
The recession has been over since mid-2009, but charities are just now catching up.
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.
Vanguard Charitable Reports on 10 Years of Giving Through Donor-Advised Funds
Questions exist about DAFs’ effectiveness and the charitable intent of donors who use them. Vanguard studied 10 years of account data to find answers.
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.
Smaller U.S. Private Foundations Thrived in 2013
Private foundations with less than $50 million in assets saw their endowments grow in 2013 for the second consecutive year, Foundation Source reported.
Financial Coaching Leads to Higher Credit Scores, More Savings
New research suggests that financial coaching can help low- and middle-income families in a lasting way.
Making an Impact in Challenging Times: A Profile of Donor Advised Funds' Giving
Fidelity Charitable's comprehensive report on the giving patterns of donor-advised funds shows DAFs are seen as a ‘ready reserve’ for giving in difficult economic times.