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 ...

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 ...

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 ...

Schwab's DAF platform sees more than 1.5 million grants as donors deploy appreciated assets, ETFs, and index funds towards their charitable giving.

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 ...

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 ...

Users of the charitable giving platform Daffy can now replicate existing campaigns instead of having to create their own from scratch. The "Create a Campaign Like This" feature is now live on the ...

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, ...

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 ...