The growing scrutiny of donor-advised funds is baseless, said leaders of community foundations and representatives from national investment firms during an Urban Institute conference this week. “It’s ...

Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth ...

Discover smart giving tactics used by wealthy families to reduce tax liability while maximizing charitable impact Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior ...

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 ...

For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s the first-time people are prompted to think seriously about what legacy ...

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 ...

When families and their advisors contemplate establishing a charitable vehicle, they often compare and contrast the advantages of using either a private foundation or a donor-advised fund. However, ...

Successful fundraisers will need new knowledge and skills to navigate a complex landscape, including: • Philanthropic ...

This episode serves as both an educational session and a business development strategy around Donor Advised Funds, or DAFs. You’ve likely heard of them, maybe even worked with one—but chances are, you ...

Whether you donate cash, property or securities directly or through a donor-advised fund, here’s how to give wisely Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff ...

As an investor, you’re always looking for ways to maximize returns, minimize taxes, and make your money work harder for you. This year, your charitable giving strategy presents a compelling, ...

The end of the year is ideal for evaluating your charitable giving strategy since you have a clearer picture of your tax situation. Tax rules are changing next year, so whether you should donate in ...