Search results for Donor-Advised Funds

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jdsupra.com /4 weeks ago

Family Foundations vs. Donor-Advised Funds: Choosing the Right Vehicle for Your Philanthropic Legacy

For high-net-worth families, charitable giving is often more than a financial decision — it is a reflection of deeply held values and a cornerstone of family legacy. Two of the mos...

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nonprofitpro.com /1 month ago

Donors Using Donor-Advised Funds Volunteer More, Give More Frequently, Data Shows

Donors who use donor-advised funds give more, volunteer more frequently, and take a more strategic, values-driven approach to philanthropy, new data shows.

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nonprofitpro.com /1 week ago

New Report Identifies Key Factors That Influence How Financial Advisers Recommend DAFs

The Donor-Advised Fund Research Collaborative (DAFRC) has released "Financial Planning in the Age of Donor-Advised Funds", the first large-scale study examining how, when, and why...

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nytimes.com /1 month ago

Fidelity, Vanguard Won’t Let Donor-Advised Fund Holders Donate to Southern Poverty Law Center

Both entities cited the Justice Department investigation into the civil rights organization in messages to its charitable account holders.

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wealthprofessional.ca /1 month ago

“Clients are philanthropic” an advisor’s guide to DAFs

Advisor explains how his own experience in giving has helped him support clients better

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nytimes.com /4 weeks ago

Schwab Affiliate Halts Customer Donations to Southern Poverty Law Center

Fidelity’s and Vanguard’s donor-advised fund entities have taken similar actions since a Justice Department indictment of the civil rights group.

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nonprofitpro.com /3 weeks ago

DonateStock Rebrands as GivingIQ, Expanding Options for Non-Cash Giving

DonateStock is now GivingIQ, expanding beyond stock gifts with integrated tools for DAFs, cryptocurrency, and qualified charitable distributions to help nonprofits unlock non-cash...

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nonprofitpro.com /1 week ago

The Non-Cash Assets Your Donors Don’t Know They Can Give to Nonprofits

Less than 5% of U.S. wealth is held in cash — yet cash makes up roughly 85% of all charitable gifts. Here's how fundraisers can close that gap by asking for what donors actually ha...

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nonprofitpro.com /1 month ago

M+R Benchmarks 2026: What Online Giving Growth Means for Your Donor File

Online revenue jumped 15% in 2025, driven largely by one-time gifts, donor-advised funds and heavy year-end giving, according to M+R “Benchmarks” 2026. The findings highlight stron...

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wealthmanagement.com /3 days ago

Lawmakers Introduce New 401(k) Charitable Giving Bill

The Charity Parity Act creates a new pathway for clients with retirement savings in employer-sponsored accounts to give to charity.

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wealthmanagement.com /1 month ago

Philanthropy Is Central to Advisor-Client Relationships

A new study highlights the advantages of integrating charitable giving into holistic wealth strategies.

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planyourfederalretirement.libsyn.com /1 month ago

#148 Are You Missing These Tax Savings? Charitable Strategies Explained

Many federal employees care deeply about charitable giving, but the way you give can really affect your taxes. In this episode of the Plan Your Federal Retirement Podcast, Micah Sh...

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moneytalksnews.com /3 weeks ago

Billionaires May Be Allowed to Donate Stock to Trump Accounts

Launching July 5 with a $1,000 federal seed payment, Trump Accounts may soon let Elon Musk gift Tesla shares to 5 million enrolled children.

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theheartysoul.com /1 week ago

New Bill Could Let 401(k) Holders Give to Charity Tax-Free – Here’s How

Millions of Americans have spent decades building retirement savings inside 401(k) plans. They’ve watched the balance grow, taken advantage of employer matches, and planned careful...

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wealthmanagement.com /1 month ago

Charitable Giving Strategies for Newly Wealthy Clients

Young IPO stakeholders and retiring business owners need to be ready for the tidal wave of liquidity and tax challenges.

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bloodhorse.com /1 month ago

Freirich Donates Derby Experience to Support Aftercare

To help raise awareness and funds for Thoroughbred aftercare, racehorse owner and philanthropist Ken Freirich has donated an exclusive Kentucky Derby and Oaks Package to Thoroughbr...

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prunderground.com /1 week ago

Driving Successful Lives Cape Coral Explains: Understanding the Financial and Tax Advantages of Car Donations

Smart Giving Creates Lasting Impact with Real Benefits for Donors The post Driving Successful Lives Cape Coral Explains: Understanding the Financial and Tax Advantages of Car Donat...

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nytimes.com /3 weeks ago

Inside the Debate About Adding Stocks to Trump Accounts

Trump administration officials are weighing a plan that would allow wealthy individuals to donate shares in their companies to the investment accounts.

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wealthmanagement.com /1 week ago

Evaluating the Benefits Of Trump Accounts

A type of IRA for children under age 18

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accountingtoday.com /1 month ago

4M Trump accounts created so far

Over a million of tax-favored accounts are eligible for a $1,000 contribution by the government.

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