The IRS’s decision in 1991 to grant Fidelity’s donor-advised fund charity status was a highly damaging mistake that has undermined the entire nonprofit world. With that move, the IRS sanctioned the ...

Fundraisers are not shy about their complicated feelings about the fastest-growing segment of philanthropy. At a recent Association of Fundraising Professionals conference, a session titled “DAFs Are ...

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 ...

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 ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. When it comes to planning for the future, many of us consider opening investment ...

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 ...

(The Conversation is an independent and nonprofit source of news, analysis and commentary from academic experts.) Brian Mittendorf, The Ohio State University and Helen Flannery, University of Vermont ...

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 ...

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 ...

(The Conversation is an independent and nonprofit source of news, analysis and commentary from academic experts.) One distinguishing feature about DAF donors is that when they dispatch money from ...