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.
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?
By Robert Bloink | William H. ByrnesA proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
July 27, 2022
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?There are times when giving directly to charity makes more sense, but DAFs have advantages for some clients.
July 22, 2022
What Drove Americans to Increase Charitable Giving in 2022?Reports from Schwab Charitable and Fidelity Charitable explore why clients are donating, how much and to whom.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
February 16, 2022
Crypto Gifts Surge at Fidelity's Philanthropic PowerhouseFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.