Nov 23, 2022
A simple idea for multi-generational charitable flexibility We have seen increased interest in including Donor Advised Funds as part of donors’ charitable estate gifts. They can be set up during the donors’ lifetimes (and added to upon their death) or simply created...
Aug 25, 2022
When a donor wants to make a significant gift to an institution or to an organization, the default thinking is to use available cash or other relatively liquid investments such as listed equities whether from a private foundation, a Donor Advised Fund or a...
Jun 1, 2022
By Marie Galetto-Dugoni The Accelerating Charitable Efforts (ACE) Act is proposed legislation that has put Donor Advised Funds at the forefront of many recent discussions about philanthropy. Much of the legislation is intended to increase the amount and push up the...
