A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. Donor-advised fund administrators are public charities ...

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 ...

We’ve written about donor-advised funds before, with a spotlight on heavyweights like Vanguard, Fidelity, and Schwab, which offer donor-advised funds alongside other advisory services. (Donor-advised ...

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.

For thousands of years, charitable giving has followed a familiar pattern: physical cash (or checks) handed directly to an organization. This was how I made my first charitable gift. At eight years ...

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 ...

Bill Keen is the Founder and CEO of Keen Wealth Advisors and the Best-Selling Author of Keen on Retirement. Over the past decade, consumers have become increasingly focused on working with companies ...