A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most ...

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.

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 ...

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 ...

Political engagement is a big concept that could conceivably encompass most charitable activities: Think nonpartisan voter registration, issue advocacy, and policy education. Charities have a rich ...