Alan Cantor’s article (“A New Sleight-of-Hand for Skirting Foundation Giving Rules,” Opinion. May 31) raised concerns about private foundations funding donor-advised funds held by community ...
The two biggest donor-advised-fund sponsors in the United States, Fidelity Charitable and Schwab Charitable, have banned new donations to 501(c)(3) organizations affiliated with the National Rifle ...
Starting next year, the One Big Beautiful Bill Act sets new limits on charitable-gift tax deductions. To prepare for those restrictions, some experts are recommending that their wealthy philanthropic ...
Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax bills. A donor-advised fund can ease that tension by letting you ...
One of the greatest joys in my role as a Certified Financial Planner™ and Certified Kingdom Advisor® is guiding clients as they discover the deep satisfaction that comes from giving money away. That ...
Donor-Advised Funds (DAFs) offer a flexible way to support causes that you care about while complementing your overarching estate planning goals. Incorporating a DAF is a strategic way to engage in ...
As financial advisors, we’ve often recommended that clients set up donor-advised funds. We know the drill: Contribute to the fund and get an immediate tax deduction. But it often takes time for the ...
Donor advised funds are endowment-like funds that are operated by public charities. When a donor makes a gift to a donor advised fund, a separate fund is created for the donor by the public charity ...
Please provide your email address to receive an email when new articles are posted on . A donor-assisted fund is a simple, tax-efficient way physicians can manage their philanthropy. Most major ...
Some experts are recommending donor-advised funds for their wealthy and charitably inclined clients to contend with limits on charitable gift tax deductions that begin next year under the One Big ...