Donor-Advised Funds

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Unlock Growth With Philanthropy In 2025

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Charitable giving know-how can set your firm apart. Why are advisors uncomfortable talking about it?

12 Questions For Philanthropists

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For philanthropists, maximizing impact begins with a thoughtful examination of their goals, motivations and guiding principles.

The Shifting Giving Landscape

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The number of people making donations has declined, but amounts are increasing.

Flexible Gift Annuities For Baby Boomers

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Here's how you can help aging clients slow the depletion of their wealth.

How A Business Sale Can Be Turned Into A Tax Advantage

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Donating part of a business to charity brings tax benefits, Vanguard Charitable says.

The Link Between Giving And Wellness

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Studies show that generosity can boost happiness and overall well-being.

The Donors Fund Crosses $1B Contribution Mark

by FA Staff

The fund has no fees and no contribution minimums.

Advisors Missing Out On Boomers' Charitable Planning, Fidelity Charitable Says

by FA Staff

Only about half of surveyed donors discussed their plans with advisors, Fidelity's charitable giving arm said.

Donor-Advised Funds In Philanthropic Planning

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With DAFs, donors can distribute grants to their favorite charities over time, effectively pre-funding years of giving with assets from a single high-income event.

Foundations And Real Estate Donations

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While some dismiss the idea of donating real estate, there can be good reasons.

Vanguard Charitable Donations Rise 45% In 2024

by FA Staff

Doctors Without Borders and World Central Kitchen were the top grant recipients.

Talking About Charity Is Good For Clients And Advisors, Fidelity Charitable Says

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Donors are becoming savvier about the advantages of donor-advised funds, Fidelity says.

The Whole Philanthropic Picture

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There are both emotional and rational benefits of holistic advice, which should include philanthropy.

What Is Planned Giving?

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And why should it matter to your wealthy clients?

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

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The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

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The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Who Is The Next-Gen Investor?

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Younger clients are changemakers who value impact and technology.

Philanthropists Up Ante When Disaster Strikes, Vanguard Charitable Says

by FA Staff

Charitable giving for emergencies leads to more overall donations, the donor-advised fund organization said.

How Foundations Aid Tax Planning

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These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

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