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Donor-Advised Funds

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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.

Pandemic Causes ‘Pronounced' Changes In Philanthropy

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Both donors and charitable organizations are adjusting their approach to philanthropic giving.

Philanthropists On Way To More Record-Setting Giving, Fidelity Says

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Fidelity Charitable says donors' response to the pandemic and social issues is not diminishing.

Giving Gap Between Women And Men Is Closing, Fidelity Says

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Members of both genders say they will give more in future months, a Fidelity Charitable study showed.

Biden Tax Changes Might Spur Charitable Giving

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Wealthy Clients Might Give More After Biden Tax Changes

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Worst Pandemic In 100 Years Brings Out Fidelity Charitable Clients' Best

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Non-cash assets made up most of Fidelity Charitable contributions, Fidelity said.

Donor-Advisor Fund Giving Sets New Records

by FA Staff

Giving across all charitable sectors has risen during the past 18 months, according to a new study.

Covid-19 And Social Justice Drive Charitable Giving

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Donors continued their extra generosity in 2020, Schwab Charitable reported.

Giving Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Vanguard Cites Increase In Donor-Advised Fund Giving Amid Covid-19

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Vanguard Charitable said its donors increased their giving to $1.3 billion in the first 10 Covid months.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Donors Are Worried About Their Favorite Charities

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Covid-19 has changed the way donors give to charity, Fidelity said.

Billionaires Urge Tax Reform To Free $1 Trillion For Charity

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Recommended reforms include making deductions for giving available to those who don't itemize.

Pandemic Squelches Donors' Desire To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

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