Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » CHARITABLE GIVING » Donor-Advised Funds

Donor-Advised Funds

 1 2 3 4 5 6  

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.

Helping Ukraine

by

Charitable clients and foundations wanting to take action should consider both the region's immediate and long-term needs.

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

by

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

by

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

Stanford's $1.39 Billion Haul Makes It Biggest Fundraiser

by

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

by

Homelessness and hunger are focuses for donors to Vanuguard Charitable.

Donors Rise To Today's Challenges, Schwab Charitable Says

by

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

Tech Platform Integrates Charitable Planning With Other Assets

by

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

by

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

by

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

by

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

Charitable Planning Makes Advisors More Successful, Fidelity Charitable Says

by

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

 1 2 3 4 5 6