Donor Advised Funds
Learn about the advantages of charitable giving through donor-advised funds as well the latest news and analysis individual DAFs and the increasingly popular philanthropic strategy they represent.
How Talking to Clients About Philanthropy Benefits Advisors
By Michael S. FischerThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
February 19, 2026
Foundation Source Adds Execs for Next Growth PhaseThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 13, 2025
How to Maximize the Tax Value of Charitable ContributionsLegislation this summer made many changes that will affect taxpayers planning to donate to charities in 2025 and beyond.
November 11, 2025
How to Prioritize Charitable Planning With ClientsMost clients’ net worth has increased significantly, and they are in an ideal position to support favorite causes.
September 29, 2025
Foundation Source Adds Multi-Custodial Capabilities to DAF PlatformThe enhancement is enabled through the firm's new custodial data access partnership with BridgeFT.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
July 24, 2025
6 Reasons Recurring DAF Donations Beat Lump SumsWhile many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.