Donor-Advised Funds

 1 2 3 4 5 6 7  

Charity Gifts Increase Despite Down Market, Schwab Charitable Says

by

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

The Biggest Bang For The Charity Buck

by

The goals of philanthropists are changing, say these experts.

Five Ways To Strengthen Family Ties

by

What are the benefits of having a family foundation?

How To Help Clients Make Their Philanthropy Count

by

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

How Fidelity Investments Built America's Biggest Charity

by , ,

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

by

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

by

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

A Donor-Advised Fund That Brings The Family

by

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

by , ,

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

Many Charitable Donors Eschew Advisors, Edward Jones Survey Finds

by

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

6 Tech Trends For Philanthropists

by

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

What Would A Charity Do With A Quarter Horse?

by

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

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.

3 Things To Know When Advising Private Foundations

by

Understanding foundations' operational needs is essential to giving them helpful guidance.

Charitable Groups Start Feeling Sting Of Inflation

by

Giving in total dollars for 2021 increased, but not enough to keep up with inflation, a new report says.

The Affluent Want To Be More Generous

by

It's an opportunity for advisors.

Do Your Go-Getter Clients Need An Outlet? Try Philanthropy.

by

When professional leadership, entrepreneurial skills and philanthropy intersect, it can accelerate progress that's been stalled for decades.

Millennials Pushing Impact Investing Growth, Survey Says

by FA Staff

Advisors are a key to providing needed impact investing knowledge, according to the Fidelity Charitable survey.

 1 2 3 4 5 6 7