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.
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.
October 11, 2021
New Low-Fee DAF Allows Crypto Donations, InvestmentsDaffy Charitable uses a phone app and charges monthly subscription rates.
September 24, 2021
Donors Plan to Give More in 2021: Fidelity CharitableA year and a half into the COVID era, donors continue to boost their generosity, the study found.
July 26, 2021
Schwab Charitable Grants Rose 13% in Fiscal 2021, Setting RecordSchwab Charitable donors recommended $3.7 billion in grants in the last fiscal year.
July 15, 2021
Fidelity Charitable: Donor Grants Surged 27% in First HalfThe numbers suggest that donors are prioritizing generosity as part of the "new normal," Fidelity Charitable's chief operating officer says.
June 23, 2021
How to Prepare for a Retroactive Capital Gains Tax HikeCPA Sheryl Rowling, who heads rebalancing solutions for Morningstar, offers some pointers.
June 02, 2021
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: StudyIndividual giving has shifted substantially toward donations to DAFs and private foundations.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.
February 03, 2021
Donor-Advised Fund Grants Surging Amid PandemicThe multi-year growth tear of DAFs continued as donors increased giving, National Philanthropic Trust reported.
December 22, 2020
Donors Rise to COVID-19 ChallengeSome stakeholders are demanding more from foundations and DAFs.