IMPACT INVESTING THROUGH DONOR-ADVISED FUNDS (DAFS)If you’d like to invest in startups that have a positive social and environmental impact, DAFs are an incredible (and easy) way to get…May 10, 2021May 10, 2021
University Impact: Women’s Voices From Around the WorldMarch is Women’s History Month, a month dedicated to the women of the past who have forged the path of progress for a voice, equality, and…Mar 7, 2021Mar 7, 2021
Involving the Family in Impact InvestingThe year 2020 has been one plagued by economic and social uncertainty. Individuals facing the threats of the novel coronavirus and other…Jan 21, 2021Jan 21, 2021
The Importance of DAFs in the COVID-19 CrisisWhere will the world find billions of dollars to solve COVID issues? Donor-advised funds (DAFs) are an important part of the answer.Jan 8, 2021Jan 8, 2021
Donor-Advised Funds and Charitable Remainder TrustsHow to compare and combine DAFs and CRTs to maximize tax efficiency and social impactNov 18, 2020Nov 18, 2020
Improve Charitable Estate Planning with Donor Advised FundsAs your clients consider their goals for estate planning, many will turn to charitable giving as a way to make an impact on the world for…Nov 18, 2020Nov 18, 2020
Religious Giving Through Donor-Advised FundsTo maximize the tax benefits to your client for religious gifts, you should help your client set up a donor-advised fund (DAF) for…Nov 18, 2020Nov 18, 2020