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.
Donor-Advised Fund Grants Increased by 9% in 2022
By Michael S. FischerCharitable organizations took in $52.2 billion from DAF donors, and the number of accounts grew by 2.9%.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
June 16, 2023
Avoid These Big 'Retirement' Mistakes Business-Owner Clients MakeClients selling a closely held business can get caught by unexpected tax bills and lifestyle changes.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
February 15, 2023
15 Biggest Mega-Donors to Charity in 2022Two of the top donors in the U.S. last year gave more than $1 billion to various causes.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.