Donor Advised Funds
Learn about the advantages of charitable giving through donor-advised funds as well the latest news and analysis individual DAFs and the increasingly popular philanthropic strategy they represent.
August 05, 2010
Donating to Community Foundations: Fiduciary Best PracticesConformity with fiduciary best practices allows a community foundation to maximize investment performance and its support of local institutions.
June 04, 2010
AEF Says Donor Advised Funds Surge as Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
May 31, 2010
What are the biggest expenditures you have planned for the summer?Probably, our annual summer vacation to Hawaii.
April 30, 2010
Sontag Advisory commits funds for new 400-student school in HaitiSontag and Charitable Giving Partners to construct fully equipped, earthquake-resistant primary school
December 01, 2009
Checking It OutWhile charities are required by the Philanthropy Protection Act of 1995 to provide a disclosure prior to accepting a donation, very little in the disclosure...
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...
November 03, 2009
Three tax traps for generous grandparentsYour clients want to help out their grandchildren. Do they know how to do that without sharing their generosity with the IRS?
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...