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.
The Year-End Planning Tip That Has Finance Profs Talking
By Michael FinkeMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
September 20, 2022
Donors Plan to Give More Amid Recession Worries: Fidelity CharitableConcern for their communities and nonprofits is driving DAF account holders to consider stepping up donations.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 22, 2022
What Drove Americans to Increase Charitable Giving in 2022?Reports from Schwab Charitable and Fidelity Charitable explore why clients are donating, how much and to whom.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.