Donor-Advised Funds

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TIFIN Broadens Charitable Giving Capabilities With Amicus.io Acquisition

by FA Staff

Louise offers a digital software platform for financial advisors to give clients a personalized donor-advised fund.

Ukrainian-American Advisors Work Overtime To Serve Community

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With close ties to Ukraine, they're helping fellow citizens here and abroad.

Americans Opening Their Wallets For Ukraine Victims, Fidelity Says

by FA Staff

Contributors are supporting Ukraine refugees and businesses, as well as giving money, Fidelity Charitable said.

Questions For Clients About Charitable Giving

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There are 12 questions you should ask clients to begin the charitable planning conversation.

Stanford's $1.39 Billion Haul Makes It Biggest Fundraiser

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The school narrowly edged out Harvard for the top spot among U.S. universities.

Fidelity Charitable Sees Over 1,000% Increase In Crypto Donations

by FA Staff

Donor-advised fund investors gifted $331 million worth of digital coins in 2021, Fidelity said.

Investors Continue To Give At Elevated Pandemic Levels, Vanguard Says

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Homelessness and hunger are focuses for donors to Vanuguard Charitable.

Donors Rise To Today's Challenges, Schwab Charitable Says

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Schwab Charitable said total charitable dollars increased 20% last year.

Tech Platform Integrates Charitable Planning With Other Assets

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Fintech firm Amicus.io is expanding its platform, which combines donor-advised fund planning with other client assets.

How Clients Can Gift And Protect Assets At The Same Time

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Charitable giving strategies also afford opportunities to protect wealth, advisors say.

Many Americans Saving Their 2021 Charitable Donations For Year's End

by FA Staff

A Fidelity Charitable survey found that many people expect to give their gifts at the end of December.

The Smart Way To Fund A Charitable Donation

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Clients need to know that smart donations can help them avoid capital gains taxes, says one advisor.

Digital Assets Can Spark Philanthropy, Fidelity Charitable Says

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Millennials' comfort with cryptocurrency investments can help increase giving, said the charity.

Charitable Planning Makes Advisors More Successful, Fidelity Charitable Says

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Advisors who provide charitable planning manage a larger share of clients' money, Fidelity Charitable said in a new study.

Five Things To Know About Wealthy Families' Philanthropy

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If you think it's just about parking assets and getting tax benefits, think again.

Pandemic-Spurred Giving Increase May Be Here To Stay, Fidelity Charitable Says

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Surveyed donors said they plan on giving at least as much, or maybe more, than they did last year.

Pandemic Continues To Boost Philanthropic Giving

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Vanguard Charitable saw its third consecutive record-setting year for charitable giving.

5 Things To Know About High-Net-Worth Family Philanthropy

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Family philanthropy is a key driver of social change.

Six Scenarios Where Foundations Outshine Donor-Advised Funds

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Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.

How DAFs Enable Advisors To Manage Additional Assets

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Here are 10 scenarios in which opening DAFs have led to increased AUM.

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