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.
December 13, 2021
Top 5 Tax Tasks to Tackle With Clients Before Year-EndAdvisors are wise to prep their client for 2022 by also working with their CPA.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 11, 2021
Donor-Advised Fund Grants Surpassed $30B for First Time in 2020For the 11th consecutive year, the National Philanthropic Trust identified growth in all key metrics.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
October 28, 2021
Growing Popularity of Crypto Could Spur Charitable Giving: FidelityCrypto contributions to Fidelity Charitable donor-advised fund accounts have shot up nearly 500% this year.
October 26, 2021
20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021Advisors can be very helpful in helping families plan how, when and how much to give.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 13, 2021
No Portfolio Is an Island, Especially an EndowmentEndowment considerations can also apply to households, especially those with fixed, relatively high spending levels.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.