A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most ...

Although the year-end “giving season” has come and gone, donor-advised funds (sometimes called “DAFs”) remain more popular than ever for charitable giving and investing, primarily because they are ...

The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds. Six of the 10 most successful fundraising organizations in the Chronicle’s newest ...

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. Donor-advised fund administrators are public charities ...

This article was originally published on Sound Advisory here. What is a Donor-Advised Fund? A donor-advised fund (DAF) is a highly flexible charitable giving tool that allows you to make a charitable ...

We’ve written about donor-advised funds before, with a spotlight on heavyweights like Vanguard, Fidelity, and Schwab, which offer donor-advised funds alongside other advisory services. (Donor-advised ...

Vanguard is expanding the case for financial advice beyond investment performance with new research quantifying the emotional and time-related benefits clients experience when working with an advisor.

For thousands of years, charitable giving has followed a familiar pattern: physical cash (or checks) handed directly to an organization. This was how I made my first charitable gift. At eight years ...

Financial advisors and charitable-minded clients can tap into tax savings through donor-advised funds when balancing portfolios, making regular gifts and after windfalls, according to an expert. The ...

Bill Keen is the Founder and CEO of Keen Wealth Advisors and the Best-Selling Author of Keen on Retirement. Over the past decade, consumers have become increasingly focused on working with companies ...

The Treasury Department on Tuesday issued long-awaited proposed rules regulating donor-advised funds that sidestep many of the heated debates over the fast-growing form of charitable giving. But the ...