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Financial Planning > Charitable Giving

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.

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Donor-Advised Funds Were 2017’s Philanthropy Star

Donor-Advised Funds Surge to Record in 2016, NPT Reports

Top 20 Nonprofits That Ruled Fundraising in 2016

National Philanthropic Trust Offers Donors New Impact Investment Options

Schwab Charitable Donors Made Record Grants in FY2017

Webcasts

Attend free webcasts to get the info you need to solve business challenges!

Podcasts

Listen to free podcasts to get the info you need to solve business challenges!

Fidelity Charitable Donor-Advised Fund Grants Surge in First Half

Don’t Settle for Less: Key Steps to Maximize HSA Growth Potential

5 Investor Profiles You Should Know to Better Serve Your Clients’ Needs

10 Most Generous U.S. Donors: 2017

3 Big Complaints About Donor-Advised Funds

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Featured Resources

Candid Conversations: Couples, Money & Conflict

From eMoney Advisor

Candid Conversations: Couples, Money & Conflict

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Helping Your Clients Make a Greater Philanthropic Impact

From Foundation Source

Helping Your Clients Make a Greater Philanthropic Impact

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Index Year End Review: 2023

From The Index Standard

Index Year End Review: 2023

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Private Foundations VS Donor-Advised Funds

From Foundation Source

Private Foundations VS Donor-Advised Funds

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