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.
Crypto Gifts Surge at Fidelity's Philanthropic Powerhouse
By Ben Steverman and Sophie AlexanderFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
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.
November 11, 2021
Donor-Advised Fund Grants Surpassed $30B for First Time in 2020For the 11th consecutive year, the National Philanthropic Trust identified growth in all key metrics.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.