President Joe Biden’s proposed tax-law changes have many investors wondering about how to adjust their portfolios to minimize the impact. In addition to potential increases in income tax rates and the ...

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 ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

The Matthew Perry Foundation is using a donor-advised fund to create a legacy in the late actor's name. Experts say the strategy is not just for the rich and famous. A donor-advised fund may help ...

In recent years, we’ve seen a seemingly never-ending stream of tragedy in the news—most recently Hurricane Ian devastating communities across Florida. And 2022’s market volatility and rising inflation ...

For thousands of years, charitable giving has followed a familiar pattern: physical cash (or checks) handed directly to an organization. This was how I made my first charitable gift. At eight years ...

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 ...

Seeking guidance from a financial advisor matters. That’s the conclusion of a study by TIAA Institute and TIAA Wealth Management that shows those receiving advice have a 14- to 19-percentage-point ...

Large shares of grants that donor-advised funds distributed from 2014 to 2018 supported educational and religious nonprofits. That’s what we found in one of the first studies of its kind regarding the ...

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. Donor-advised fund administrators are public charities ...