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.
Growing Popularity of Crypto Could Spur Charitable Giving: Fidelity
By Michael S. FischerCrypto contributions to Fidelity Charitable donor-advised fund accounts have shot up nearly 500% this year.
October 13, 2021
No Portfolio Is an Island, Especially an EndowmentEndowment considerations can also apply to households, especially those with fixed, relatively high spending levels.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 11, 2021
New Low-Fee DAF Allows Crypto Donations, InvestmentsDaffy Charitable uses a phone app and charges monthly subscription rates.
September 24, 2021
Donors Plan to Give More in 2021: Fidelity CharitableA year and a half into the COVID era, donors continue to boost their generosity, the study found.
July 26, 2021
Schwab Charitable Grants Rose 13% in Fiscal 2021, Setting RecordSchwab Charitable donors recommended $3.7 billion in grants in the last fiscal year.
July 15, 2021
Fidelity Charitable: Donor Grants Surged 27% in First HalfThe numbers suggest that donors are prioritizing generosity as part of the "new normal," Fidelity Charitable's chief operating officer says.
June 23, 2021
How to Prepare for a Retroactive Capital Gains Tax HikeCPA Sheryl Rowling, who heads rebalancing solutions for Morningstar, offers some pointers.