You make a gift to your donor advised fund—whether in cash, appreciated securities, or even private equity or business ...

Donor-advised funds have been around for decades, but they have grown dramatically in the past 10 years, thanks largely to the creation of funds by commercial investment companies, such as Fidelity, ...

Here’s the world’s simplest math problem. My wife, Pat, and I often meet a pair of friends for a movie. If there’s a risk that the show will sell out, I run over to the theater ahead of time and buy ...

There is a saying in philanthropy that one should give their time (committing hours to volunteerism), treasure (making donations to causes) and talent (determining your unique gifts and using them to ...

Work is needed to move DAF holders to stop procrastinating and donate more funds to charity. #HalfMyDAF is an impressive ...

Political engagement is a big concept that could conceivably encompass most charitable activities: Think nonpartisan voter registration, issue advocacy, and policy education. Charities have a rich ...

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 ...

A donor-advised fund, often referred to as a DAF, is a bit like a personal charitable investment account or charitable savings account. It is an account established at and controlled by a nonprofit ...

National Philanthropic Trust (NPT), the largest national, independent public charity that manages donor-advised funds (DAF), granted $6.61 billion to over 48,000 qualified charitable organizations in ...

While gifting proceeds after a liquidity event can help reduce tax liabilities, doing so prior to an event (e.g., business ...

Mary Hesch’s $10K gift will help improve the Schmeeckle Reserve segment of the Green Circle Trail. Learn how you can help ...