Articles

How Donor-Advised Funds Can Help Clients’ Favorite Charities

Should Clients Create A DAF or Donate Directly?

Should Clients Donate Now or Later?

Why Now’s an Ideal Time to Talk With Clients About Charitable Giving

How to Select or Evaluate a Donor-Advised Fund Sponsor Today

Why Advisors Now Offer Other DAFs In Addition To Their Own

Role of Donor-Advised Funds During Bad Markets and Recessions

Tax-Time Tips for Setting up Donor-Advised Funds

The Perils of Not Discussing Charitable Planning With Clients

Your Client Opened a Donor-Advised Fund Account. Now What?

What to Do If Clients Established DAFs on Their Own

Eleven Ways Charities and DAFs Can Work Together

When Advisors Recommend Philanthropic Advisory Firms To Clients

Twenty Charitable Planning Questions for the Holidays

Why Clients Decide to Donate Publicly or Anonymously

How Charities Can Benefit from DAFs

Which Clients Open Donor-Advised Funds

15 Questions to Ask Clients About Their Charitable Giving

Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors

When to Open Donor-Advised Funds vs. Private Foundations?

How Clients Benefit From Discussing Charitable Planning With Their Advisors

How Advisors Benefit From Having Charitable Conversation With Clients

Impact of Tax Cuts and Jobs Act on DAFs and Charitable Giving

Questions to ask when selecting a donor-advised fund

New Thoughts for Year-End Charitable Giving

Donor-Advised Funds Are a Boon to Savvy Charities

Smart Strategies for Giving to Charity

Encourage Non-Philanthropic Clients to Give with These Tips

Donor-Advised Funds In The Era Of Tax Reform

Why Advisors Need to Help Clients Select Donor-Advised Funds

The Growth of “Side-Car” DAF Accounts

Talk to your tax clients now about charitable giving

How To Help Clients Who Just Established DAF Accounts

Which Clients Should Open Donor-Advised Funds

Talk With Clients Now About Charitable Plans And Avoid Year-End Stress

Donor Advised Funds versus Donating Directly to Charities

How to Have Conversations About Charitable Giving with Clients

12 signs during tax season that clients need help with charitable planning

Ten Tips to Help Your Clients Get Started on Their DAFs

Why Advisors Recommend Donor-Advised Funds during Year-End Planning

When Should Charities Throw In Together?

Help Clients Evaluate Charities

Why Private Foundations Establish Complementary Donor Advised Fund Accounts*

DAFs Can Complement Planned Giving

Donating Alternative Assets

With Giving Season in Full Force, Seeking to Understand Donors

How Professional Advisory Committees Can Be Most Effective