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Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.
November 6BNY Pennsylvania and BNY Wealth -
Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.
June 3 -
The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.
January 31Center for Women & Wealth at Brown Brothers Harriman -
The two strategies can complement each other, but success depends on starting out with a clear vision.
November 28Frontier Asset Management -
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30 -
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16RBC Wealth Management -
Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.
January 23