4 Ways Fundraisers Can Connect with Donor Advised Funds
As we enter the 4th quarter, many nonprofit leaders look for more ideas to raise funds before the end of the year. We recently shared three reasons why nonprofit fundraisers…
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Generous is Greater than Charitable
There’s a difference between being charitable and being generous. Recently, I read in an article that donor advised funds, or DAFs, primarily appeal to wealthier donors who have “disposable dollars…
Read MoreWhat Exactly Can You Give to a DAF?
As donor advised funds (DAFs) increase in popularity, more financial advisors are working hard to help their clients understand what these tools are and how they can work. The most…
Read MoreNew Numbers Support Engaging Clients on Charity
For advisors, recent numbers from the 2021 Bank of America Study on Philanthropy indicate an alarming need for charitable advising from affluent donors.1 It also suggests a growing interest from…
Read MoreA New Perspective on Donor Advised Fund Regulation
As the fastest growing vehicle in charitable giving, donor advised funds (DAFs) have become a major part of the philanthropic landscape in America1. There are numerous features that have contributed…
Read MoreSupporting Missions Ministry: What To Look For
This article is guest-written by the Regional Ministry Director of the Middle East for Avant Ministries, a full-time missionary, former lecturer and pastor, linguist, and husband who has a heart…
Read MoreTeaching Selfless Wealth
As a ten-year-old missionary kid in Kenya, Rachel McDonough watched children her same age crawl over garbage piles scrounging for food. That image stayed in her memory for life. Now…
Read MoreTake a Test Drive
Would you buy a car before taking it for a test drive? A few years ago, I was in the market for a new car, and with three kids in…
Read MoreDid You Know?: 4 Reasons to Use a Donor Advised Fund
Generosity has been a guiding tradition for generations, and the methods through which people give continue to evolve. From checkbooks to Facebook fundraisers, the ways to give continue to grow.…
Read MoreCharitable Strategy: The Most Missed Element in Business Sales
It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared many of them are at the point of…
Read MoreThe History of Donor Advised Funds
I love studying history. From recent events to ancient biblical history, it is important to know how we have arrived at where we are today. Therefore, I would like to…
Read MoreThe Time to Sell is Now
You have worked hard to build your business. You have put in the work, stood firm through the tough times, and rejoiced in the triumphs. You have seen your business…
Read MoreWarren Buffett’s Missed Opportunity
When it comes to charitable giving, it often seems like the world’s wealthiest individuals have it figured out. With so many assets to manage, these donors know how to support charitable causes while capitalizing on the tax benefits of the giving process, right? Unfortunately, not all get it right. In July, an article in Forbes announced that Warren Buffett is donating $3.6 billion of his Berkshire Hathaway stock to charity. It also offered advice on how other donors could maximize their giving by following in Buffett’s footsteps. The problem? Buffett is primarily giving the stock to private foundations. Consequently, he is missing out on significant tax benefits he could receive if he utilized a donor advised fund (DAF) instead. There are important differences, when it comes to tax benefits, that all donors and advisors should consider.
Read MoreSix Benefits of Using a Donor Advised Fund
Most financial advisors, attorneys, and CPAs know the benefits of using a donor advised fund (DAF). However, DAFs are still often underutilized by the public. While many may have used…
Read MoreDonor Advised Fund or Private Foundation?
Two of the most popular charitable vehicles are donor advised funds and private foundations, but which is best to use in your generosity journey? That depends. Nearly $70 billion in…
Read MoreUsing Your Donor Advised Fund for Disaster Relief Efforts
Every year natural disasters affect thousands of people, from devastating storms and tornadoes to wildfires and earthquakes. Victims are often left in need of shelter, food, clean water, electricity, and…
Read MoreThe Simplicity of A Donor Advised Fund
Someone who has never opened or used a donor advised fund (DAF) may wonder whether it is similar to opening and using a bank or brokerage account. Having done both…
Read MoreHow Donor Advised Funds are Changing the Giving Industry
Donor advised funds are making the news. An October 3, 2018, Bloomberg article chronicles their rise. More than half of the top ten charities in the country are donor advised…
Read MoreThe Power of a Donor Advised Fund
An October 4, 2018, article by Bloomberg noted that donor advised funds have tripled in growth to more than $85 billion in assets by year end 2016. The rise of…
Read MoreOn Donor Advised Funds
Hello! I’m Joe Williams, and I’m the President of the Plains Region of The Signatry. I am based in Oklahoma City, and my role is to meet with donors to…
Read MoreThe Donor Advised Fund: Your Strategic Tool
Hello! I’m Steve French and I’m President of The Signatry. In my work in Nashville and the rest of the country, I devote my time meeting with advisors, attorneys, individuals,…
Read MoreAm I Required to Leave My Grandchildren an Inheritance?
Leave an inheritance to grandchildren? Steve was incredulous. He’d never considered it. Yet when he read Proverbs 13.22, it was like he’d read the verse for the first time: “A…
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