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.
May 16, 2019
Self-Directed 401(k) Investors Fare Better With Advice: SchwabThey also engage in nearly twice as many trades, according to new data.
February 25, 2019
Who the Wealthiest Charity Donors Supported in 2018A Chronicle of Philanthropy report says artificial intelligence is a hot area for donations by the ultra-rich.
February 15, 2019
Record Grant-Making at Fidelity Charitable, National Philanthropic TrustLast year, Fidelity Charitable made some 1.3 million donor-recommended grants, totaling more than $5.2 billion.
December 07, 2018
Donors Want Level Playing Field for Private Foundations, Donor-Advised FundsMany donors and advisors see these vehicles as nearly interchangeable, yet they receive different regulatory and tax treatment.
November 27, 2018
Schwab: Advised Brokerage Accounts Have Higher Balances, Better DiversificationAdvised retirement accounts also have less concentrated stock positions than self-directed ones, Schwab found.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.
June 20, 2018
Fiduciary Trust Lowers Donor-Advised Fund MinimumThe firm hopes to attract more clients at a time when donors are looking to "bunch" donations for tax reasons.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
December 29, 2017
Donor-Advised Funds Were 2017’s Philanthropy StarThe number of DAF accounts at Vanguard Charitable jumped 45% in 2017, but the vehicle still has its critics.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.