Displaying 24 results
Spontaneous DAF contributions ignite more giving
Vanguard Charitable research spanning tens of thousands of donor-advised fund accounts reveals the catalytic impact of gifts.
Getting a family to the table to discuss giving is tougher than it sounds
'It's really that transparent conversation that's the key to making sure that we utilize these different strategies that are in place,' an advisor says.
Deepen your knowledge of charitable strategies to transform your client’s philanthropic journey
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
Industry awaits an answer on proposed donor-advised fund regulations
Last November, the IRS proposed regulations that would fundamentally redefine DAFs.
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.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
AI firm Tifin wades deeper into philanthropy space
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
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.
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.
Charitable giving is a win-win for advisors
Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
DAFs are the gift that keeps on giving
Donor-advised funds offer many benefits, including tax deductions and the potential for asset growth.
Schwab Charitable donors give record amount despite rocky market
Its donors surpassed 1 million individual grants to charities for the first time in the organization’s history, Schwab said.
Tax-loss harvesting produces bumper crop of charitable cash contributions
Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.
Year-end tax planning for retirees
Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
Tifin Group acquires fintech targeting donor-advised funds
The Tifin Group is building out its software that helps financial advisers invest in DAFs.
Charitable giving continues upward trajectory
Donations of noncash assets are also increasing, with Fidelity reporting that donors gave $331 million in digital assets last year, up from $28 million in 2020.
Schwab Charitable donors give record $3.7 billion in grants
Dollar giving was up 13% in fiscal 2021, while the number of grants rose 24%.
Fidelity Charitable reports record $4.3B in giving in first half
Grants increased by 27% in dollar terms from the same period last year, with more than 123,000 charities benefiting from the donations.
5 myths about using donor-advised funds for impact investing
In fact, some of the largest DAF providers in the country have made significant strides over the past three years to offer donors greater flexibility to choose investments aligned with their personal values and philanthropic intent.
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