Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. When it comes to planning for the future, many of us consider opening investment ...

Since we’re into tax season now, I wanted to take a few minutes to tell you about donor-advised funds. DAFs are not new; they’ve been around since the 1930s. But they’ve been popular as a tax-planning ...

The Donor Advised Fund market is big with an estimated $250 billion held in these consumer-level, tax-advantaged charitable savings accounts, but the industry still needs technological and marketing ...

Starting next year, the One Big Beautiful Bill Act sets new limits on charitable-gift tax deductions. To prepare for those restrictions, some experts are recommending that their wealthy philanthropic ...

Donor-advised funds (DAFs) are revolutionizing charitable giving, supporting a surge in donations to nonprofits. In 2023 alone, DAFs facilitated over $54 billion in grants, exceeding $50 billion for ...

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 ...

The IRS’s decision in 1991 to grant Fidelity’s donor-advised fund charity status was a highly damaging mistake that has undermined the entire nonprofit world. With that move, the IRS sanctioned the ...

The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds. Six of the 10 most successful fundraising organizations in the Chronicle’s newest ...

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 ...

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 ...

The One Big Beautiful Bill Act introduces a 0.5% AGI floor for deductible charitable contributions and caps itemized deductions at 35% for top earners in 2026. These changes are prompting donors to ...