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.
Alternatives for Firms With Private-Label DAFs
By Ken NoparMany firms and advisors realize their private-label DAF may not be ideal for all clients.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 04, 2022
New Bill Creates 2 New Types of Donor-Advised Funds; Philanthropy Group BalksLawmakers say they want to ensure more of the money stored in these tax-planning vehicles is actually put to work.
January 25, 2022
Selecting and Evaluating DAF SponsorsSince some fund sponsors target clients directly, advisors must help clients choose the right one.
December 20, 2021
How to Uncover Clients' Real Charitable GoalsDuring this holiday season, advisors can help clients understand the impact of ongoing philanthropy on their overall financial plan.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.