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.
Sontag Advisory commits funds for new 400-student school in Haiti
By staff WriterSontag and Charitable Giving Partners to construct fully equipped, earthquake-resistant primary school
November 03, 2009
Three tax traps for generous grandparentsYour clients want to help out their grandchildren. Do they know how to do that without sharing their generosity with the IRS?
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
December 01, 2008
DAF or Foundation?"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
June 29, 2008
The Best Charitable Planning Tool You're Not Using in Your PracticeProviding practical methods for including charitable planning in your practice is the goal of this session, "The Best Charitable Planning Tool You Are Not Using ...
June 29, 2008
The Best Charitable Planning Tool You're Not Using in Your PracticeProviding practical methods for including charitable planning in your practice is the goal of this session, "The Best Charitable Planning Tool You Are Not Using ...
February 10, 2008
What Is A Donor Advised Annuity Program?A major problem for today's nonprofit organizations is the potential they face of having to cut back on outreach programs, or even close down, due ...