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.
Schwab Charity Funnels $250M to Right-Wing Causes
By Emily BirnbaumThe donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
November 16, 2023
Donor-Advised Fund Grants Increased by 9% in 2022Charitable organizations took in $52.2 billion from DAF donors, and the number of accounts grew by 2.9%.
October 13, 2023
11 Most Generous Billionaires: Forbes, 2023These members of the new Forbes 400 list have given 20% or more of their fortune to charity.