Donor-Advised Funds

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How To Correctly Navigate Private Foundation Tax Rules

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Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.

How The Next Generation Will Give

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A concept called “trust-based philanthropy” is going to resonate with younger givers.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

Vanguard Charitable Donors Increase Granting

by FA Staff

Large donations were made in the spring to Ukraine causes, Vanguard said.

Charity Gifts Increase Despite Down Market, Schwab Charitable Says

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One in four grants were made to organizations the donors had not previously supported.

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Five Ways To Strengthen Family Ties

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What are the benefits of having a family foundation?

How To Help Clients Make Their Philanthropy Count

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These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

How Fidelity Investments Built America's Biggest Charity

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Donor-advised funds now often come highly recommended by charitable giving experts because they convey an ability to "bunch" donations.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Five Strategies For Advisors To Lower Clients' Taxes Through Giving

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A tough economic year opens options for clients to benefit from doing good, experts say.

A Donor-Advised Fund That Brings The Family

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Daffy for Families is a service that includes family members in donor-advised fund decisions.

Wealthy Use Loophole To Reap Tax Breaks, And Delay Giving Away Money

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Foundations shift billions to donor-advised funds and skirt laws requiring transfers to the needy.

Many Charitable Donors Eschew Advisors, Edward Jones Survey Finds

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Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

New Donors Fueled 2021 Rebound In Charitable Giving, BNY Mellon Says

by FA Staff

Healthcare saw the largest increase in donations.

Aid To Ukraine Spurs Increased Giving, Fidelity Charitable Says

by FA Staff

Donations increased for the first half of the year despite a market downturn and inflation, the charity said.

Philanthropists Increase Giving Despite Economic Turmoil, Schwab Says

by FA Staff

Organizations helping Ukraine, Afghanistan and Covid relief efforts have benefited, Schwab Charitable said.

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