Question: What is a donor-advised fund? Should I be using one instead of donating to charity directly? Answer: It depends. Donor-advised funds can offer some advantages over donating cash directly, ...

President Joe Biden’s proposed tax-law changes have many investors wondering about how to adjust their portfolios to minimize the impact. In addition to potential increases in income tax rates and the ...

The way I think about donor advised funds is what they are good for. Say you have a client who is basically charitable and has a great year. She has a lot of long term charitable goals for small ...

For nearly 20 years, Jim and Karen Ansara in Essex have donated at least $1 million a year to causes ranging from building homes for the poor to aiding Haiti. But the Ansaras, who owned Shawmut ...

Financial advisors and charitable-minded clients can tap into tax savings through donor-advised funds when balancing portfolios, making regular gifts and after windfalls, according to an expert. The ...

Vanguard is expanding the case for financial advice beyond investment performance with new research quantifying the emotional and time-related benefits clients experience when working with an advisor.

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Keep up with everything happening in fundraising by signing up for our Philanthropy Today newsletter and joining our LinkedIn group for fundraisers. Total contributions to donor-advised funds dropped ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.