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Donor-Advised Funds

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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.

Fidelity Charitable Expects Giving To Reach Record High In 2019

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Grant making by Fidelity Charitable is expected to grow by 37% this year, the donor-advised fund announced.

Fidelity Grants Support Charity 'Infrastructure'

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Fidelity Charitable Trustees' Initiative provides grants to support research and advocacy for nonprofits.

U.S. Charitable Dollars Often Stay Close To Home

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Donation trends show U.S. philanthropists are quick to respond to causes in their communities, Fidelity Charitable says.

Clients Asking For Impact Investing Choices In Donor-Advised Funds, RIA Says

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Clients want to make a bigger difference with their money on causes that matter to them, she says.

The New Face Of Giving

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Philanthropic millennials could use more advice and perhaps a donor-advised fund.

Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors

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The creator of a DAF should discuss the account with the successor advisors to allow for a positive experience later.

'Venture Philanthropy' Gains Ground As Wealthy Donors Seek Advice

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Donors want a more hands-on approach to giving, according to a philanthropy support firm.

Sinking Charity Donations Should Level Off, Tax Attorney Says

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By most measures, individuals' charitable donations were down in 2018, the first year of tax reform.

Millennials Give Twice As Much To Charity As Boomers, Gen Xers

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A Fidelity Charitable survey also found that millennials give more of their time to volunteer work.

Tax Reform Has Made Donor-Advised Funds Far More Popular

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The increase in the standard deduction has enhanced the ability to use DAFs to save on taxes, advisors say.

How Clients Benefit From Discussing Charitable Planning With Their Advisors

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Some of the challenges clients face with charitable planning and how advisors can help them.

Fidelity Launches Work-Based Charitable Giving Program

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The platform allows employers to match the charitable donations made by their employees.

Fidelity Charitable Donors Grant A Record $5.2 Billion

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Doctors Without Borders was the favorite charity among Fidelity's donor-advised fund investors.

Colleges Raise $47 Billion In Ninth Straight Record Year

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Contributions surged by about two-thirds from donor-advised funds.

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