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charitable giving

Displaying 10 results

Topic
  • News
  • April 17, 2024

Spontaneous DAF contributions ignite more giving

Vanguard Charitable research spanning tens of thousands of donor-advised fund accounts reveals the catalytic impact of gifts.

Topic
  • News
  • March 4, 2024

Industry awaits an answer on proposed donor-advised fund regulations

Last November, the IRS proposed regulations that would fundamentally redefine DAFs.

Topic
  • News
  • February 14, 2024

Fidelity Charitable reveals record year in philanthropic giving

Annual report shows donors made $11.8 billion in grants from Fidelity's donor-advised funds last year.

Topic
  • News
  • February 13, 2024

Foundation Source makes acquisition to boost charitable giving solutions suite

Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.

Topic
  • News
  • January 23, 2024

Advisors see giving surge in late 2023 extending into 2024

Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.

Topic
  • News
  • January 23, 2024

New software solution helps advisors plan clients’ charitable accounts

Tool aims to make it easier to keep track of commitments in real time.

Topic
  • News
  • December 5, 2023

Donor-advised funds underpin growth in charitable giving

Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.

Topic

Charitable giving is a win-win for advisors 

Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.

Topic

Intelligent charitable planning: The next big thing in wealth

Advisors, employers and DAFs can make everyone a philanthropist.

Topic
  • News
  • November 17, 2023

DAFs are the gift that keeps on giving

Donor-advised funds offer many benefits, including tax deductions and the potential for asset growth.