Insights

1 min read

Maximizing the Benefits of Donor-Advised Funds

Experts discuss donor-advised fund innovations to enhance charitable impact and minimize taxes, and private foundation conversions to DAFs.

3 min read

Converting a Private Foundation to a Donor-Advised Fund

Over the past decade, donor-advised funds have grown dramatically in popularity due to their tax advantages, low administrative burden,...

7 min read

Developing a Charitable Giving Strategy

Increase the impact of your charitable giving through enhancing your charitable strategy and grantmaking processes

5 min read

Protecting Your Endowment Gift

Establishing an endowment gift to support a nonprofit cause that is important to you can be an excellent way to have a lasting impact....

2 min read

Using Donor-Advised Funds to Achieve Charitable Goals

Donor-advised funds, thanks to their tax advantages, flexibility, and low costs, provide an excellent vehicle for individuals and families.

3 min read

Charitable Gift Bunching

Charitable gift “bunching” may enable donors to accomplish philanthropic goals and potentially increase charitable tax deductions.

5 min read

A Perfect Pair: Donor-Advised Funds & Private Foundations

Private foundation trustees can benefit from understanding the advantages of using donor-advised funds.