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.
Tax and Spending Bill Delivers Estate Tax Gift to UHNW Clients
By Robert Bloink and William H. ByrnesWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
March 10, 2025
12 Biggest U.S. Mega-Donors to Charity in 2024Six of them made gifts of $1 billion or more, according to the Chronicle of Philanthropy.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
November 21, 2024
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment UsersThe investment firm's clients can directly donate apreciated shares to more than 1.5 million U.S. charities.
November 21, 2024
New Tifin Give Tools Let Clients Run Charity Donation CampaignsSupporters can build and share campaigns via social media, emails, texts and QR code.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.