Donor-advised funds offer an upfront tax break but mean losing control of your money.

Wealthy Americans use DAFs to give back and save on taxes, but the popular strategy comes with strings attached.

Kansas family’s $21 million charitable fund dispute with Christian nonprofit underscores tensions between donor expectations ...

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 ...

How donor-advised funds work and key considerations before contributing assets Changes under the OBBBA affecting deductions and giving strategies How strategies like bunching can maximize charitable ...

Donor advised funds are endowment-like funds that are operated by public charities. When a donor makes a gift to a donor advised fund, a separate fund is created for the donor by the public charity ...

Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax bills. A donor-advised fund can ease that tension by letting you ...

Everyone’s charitable giving holds significant personal meaning and giving is best accomplished with a thoughtful, knowledgeable plan. If your New Year’s resolutions will include becoming more ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A pooled income fund is a type of charitable trust that pools and invests gifts to generate income. Income ...

Although the year-end “giving season” has come and gone, donor-advised funds (sometimes called “DAFs”) remain more popular than ever for charitable giving and investing, primarily because they are ...

As financial advisors, we’ve often recommended that clients set up donor-advised funds. We know the drill: Contribute to the fund and get an immediate tax deduction. But it often takes time for the ...

Donor-advised funds continue to surge past nonprofits and foundations in accumulating charitable assets: They are now worth almost one third more than they were before the recession started in 2007, ...