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.
Schwab Charitable DAF Contributions Increase by 38%
Individual account holders at Schwab Charitable granted $822 million to some 34,500 charities in the 2014 fiscal year, ended June 30.
Cheerfully Charitable at Schwab
Schwab Charitable's Kim Laughton gets to the nub of why advisors should make charitable planning and community activity a focus of their practices.
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 Hire Roundup: Altegris Names Jack Rivkin CIO
Meanwhile, Convergent welcomed Richard Wells and the Senate Finance Committee approved three nominees for federal positions.
Schwab, Fidelity Donor-Advised Funds Report Strong Results
Donors are taking advantage of higher market performance to give appreciated assets to charitable funds.
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.
Schwab Donor-Advised Funds Set Contribution, New Account Records in 2012
Schwab Charitable took in a record level of contributions and reached a high in new accounts during its 2012 giving season, the donor-advised fund organization reported this week.
5 Smart Approaches to Charitable Giving This Holiday Season
With so much tax and fiscal uncertainty, Schwab Charitable’s Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.