Richard Pon, CPA, provides answers to common questions about the charitable IRA rollover in this simple, practical guide for donors.

Donor-advised funds (DAFs) are often positioned as a seamless, efficient tool—one that simplifies philanthropy and accelerates impact. In most cases, they do exactly that.

Whether it’s choosing the right DAF sponsor or aligning investment and grantmaking strategies with your client’s mission and vision, advisors can utilize DAFs as a highly effective tool for impactful climate philanthropy.

This article is the fourth in a four-part series to introduce you to the world of science philanthropy.

This article is the third in a four-part series to introduce you to the world of science philanthropy.

As advisors, we’re increasingly working with clients whose hearts and philanthropic interests span borders.

This is the second part of a four-part series to learn about the world of science philanthropy.

For donors seeking a giving strategy with proven, multiplier effects, one of the most effective yet persistently underfunded opportunities is investing in women and girls.

In this first part of a four-part series, learn about the world of science philanthropy.

Receiving the first gift from a DAF is a beautifully wrapped present with no clear tag.

An increase in giving via DAFs will play a crucial role in supporting the IRC’s and other humanitarian aid organizations’ work within the United States and abroad.

Giving Tuesday 2025 is December 2. With many tax law changes going into effect in 2026, here are a few tax tips to help donors make an even greater contribution on Giving Tuesday and into the new year.

At the DAF Giving Summit, participants took part in a self-assessment. Explore which competencies ranked highest and lowest among the participants.

When it comes to fulfilling lasting charitable goals while maximizing immediate income tax benefits, two of the most popular options are establishing a donor-advised fund and creating a private foundation.

Many high-net-worth individuals (HNWI) value giving back, and philanthropy is increasingly a factor in selecting their advisors.

For those familiar with the American philanthropic landscape, the DAF is a well-established and powerful tool for strategic giving. But how does this model translate in Canada?

Shana Dall'Osto shares her philanthropic journey - from DAFs, family values to leading Roots & Wings Foundation with trust and humility.

Who is recommending DAFs to donors and clients? What are their backgrounds, and where do they work?

Advising women donors requires more than adjusting your language or offering a curated list of grantees.

A custom Investment Policy Statement ensures your DAF portfolio reflects the same values that guide your philanthropy.

DAF Day is on October 9, 2025 — a sector-wide giving day that invites donors to unlock the power of donor-advised funds and make a collective impact.

When disaster strikes, donors with DAFs are in a unique position to act—the money is already set aside and ready to move.

In an era where generational wealth is increasing, DAFs have emerged as tools for family unity, governance, and legacy.

As an advisor, you are uniquely positioned to help clients align their financial decisions with their values.

The new philanthropic advising roles will require confidence and competence with the broader social impact toolkit.