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.
FINRA Fines Former LPL Rep for Faking 30 Clients' Signatures
By Jeff BermanThe regulator also suspended the former broker for four months.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
February 15, 2023
15 Biggest Mega-Donors to Charity in 2022Two of the top donors in the U.S. last year gave more than $1 billion to various causes.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 16, 2022
5 Smart Charitable Giving Strategies in Uncertain TimesCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.