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.
Calvert Foundation Divests From Sudan
By Staff WriterThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...
November 16, 2005
Need More Credibility WithNote: Go week: L47WTS_Keffer_Edited Go photo: Photo of Keffer is on a CD Go graphic: L47WTS_charts, pull quote File: L47WTS_Keffer_Edited.xml Lines: 168Want to work ...
October 01, 2005
Giving With Head as Well as HeartAt a time when Americans are being asked to give generously and then give again to help rebuild the lives of displaced evacuees of Hurricane...
December 05, 2003
Citigroup Forms International Donor-Advised FundNU Online News Service, Dec. 5, 2003, 1:11 p.m. EST -- The private banking unit at Citigroup Inc., New York, has set up Meaningful ...
November 01, 2003
PathfinderMillard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...
December 01, 2002
Advisors Must Take Care To Deal With Qualified Charitable OrganizationsAdvisors Must Take Care To Deal With Qualified Charitable OrganizationsA qualified charity is one that is tax-exempt and is eligible to receive contributions that are ...
December 01, 2002
Rules And Limitations Of CRTsIn order to preserve the favorable tax treatment associated with making charitable gifts, certain rules and limitations apply when making gifts outright to a charity ...