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Donor-Advised Funds

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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.

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.

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