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.
Advised DIY Clients' Balances Way Ahead of Non-Advised Clients': Study
By Michael S. FischerSchwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
May 16, 2019
Self-Directed 401(k) Investors Fare Better With Advice: SchwabThey also engage in nearly twice as many trades, according to new data.
February 25, 2019
Who the Wealthiest Charity Donors Supported in 2018A Chronicle of Philanthropy report says artificial intelligence is a hot area for donations by the ultra-rich.
February 15, 2019
Record Grant-Making at Fidelity Charitable, National Philanthropic TrustLast year, Fidelity Charitable made some 1.3 million donor-recommended grants, totaling more than $5.2 billion.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
November 27, 2018
Schwab: Advised Brokerage Accounts Have Higher Balances, Better DiversificationAdvised retirement accounts also have less concentrated stock positions than self-directed ones, Schwab found.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.