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Financial Planning > Charitable Giving

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.

Webcasts

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$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab Charitable

Avoid These Big ‘Retirement’ Mistakes Business-Owner Clients Make

8 Keys to Meeting the Needs of Ultra-Wealthy Clients

Who Is Opening Donor-Advised Funds Today?

15 Biggest Mega-Donors to Charity in 2022

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Featured Resources

Candid Conversations: Couples, Money & Conflict

From eMoney Advisor

Candid Conversations: Couples, Money & Conflict

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Helping Your Clients Make a Greater Philanthropic Impact

From Foundation Source

Helping Your Clients Make a Greater Philanthropic Impact

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Index Year End Review: 2023

From The Index Standard

Index Year End Review: 2023

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Private Foundations VS Donor-Advised Funds

From Foundation Source

Private Foundations VS Donor-Advised Funds

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