Donor-Advised Funds

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Rich Americans Are Donating More From Huge Charity Stockpiles

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Wealthy Americans are drawing down their donor-advised funds as the coronavirus exacerbates community needs.

Schwab Charitable Donors Respond To Coronavirus Crisis

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Surges were seen in giving for the fiscal year and for the first half of 2020, Schwab Charitable said.

Fidelity Charitable Sees More Donations Focus On Pandemic Relief

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Grants made through Fidelity's donor-advised fund to free food programs soared 667% in the first four months of the year.

The Tax Rule That Inspired Billionaires And Movie Stars To Back Climate Moonshots

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Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.

Mega-Rich Urged To Unleash $121 Billion For Desperate Charities

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The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

Pandemic Propels Increased Charitable Giving

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Fidelity Charitable saw a dramatic increase in giving to human services causes.

Pandemic Drives Major Increases In Charity

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Fidelity Charitable saw a dramatic increase in giving to human services causes.

ImpactAssets Creates $1B Covid-19 Fund

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Workers on the front lines of the pandemic fight and those hurt by the crisis will be recipients, ImpactAssets Said.

Why Advisors Now Offer Other DAFs In Addition To Their Own

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There are a number of reasons why advisors and clients may wish to use alternative DAF sponsors.

Fidelity Charitable Donors Gave $100M In March To Fight Pandemic

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The donor-advised fund hopes to see at least that much donated in April.

Fidelity Charitable Sees Spike In Donations Focused On Epidemic

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Donors are eager to get advice on how best to provide support for those fighting the outbreak, Fidelity said.

Nonprofits Prepare For The Worst With Wealthy Losing Billions

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The needs of charities are set to soar while the financial situations of many wealthy families have deteriorated.

Vanguard Charitable Hits $10 Billion In Grants

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The grants have helped more than 100,000 organizations since 1997, Vanguard Charitable announced.

Fidelity Charitable Grants Hit New Highs

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More donations are made with appreciated assets than cash, according to Fidelity Charitable.

Strong Equity Market Boosts Charities

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A majority of donors give appreciated stocks and non-cash assets, Schwab Charitable reports.

Four Steps To Help Clients Choose A Charity

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Many clients don’t know how to start narrowing the choices of causes to support.

After Tax Reform, Clients Can Still Reap Benefits From Charitable Giving

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Charitable deductions are still possible despite changes created by the Tax Cuts and Jobs Act.

When Advisors Recommend Philanthropic Advisory Firms To Clients

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Many advisors are beginning to realize that PA firms complement their work.

Wealthy Amass Record $121 Billion In Tax-Sheltered Accounts

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Wary of rising taxes, the wealthy are stockpiling assets in donor-advised funds.

Fidelity Charitable Says Tax Reform Didn't Reduce Donations

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Only 9% reduced giving because of increased standard deduction, Fidelty Charitable says.

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