7 Tips for More Impactful Giving via Donor-Advised Funds

Slideshow December 03, 2024 at 06:30 PM
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There is more than $250 billion earmarked for charitable grants sitting within donor-advised funds, according to a recent analysis published by Project Hope.

according to experts with Fidelity Charitable</a>. Their research shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy — both in the context of long-term legacy planning and in more responsive granting.</p>" data-v-31a70f38>Vanguard Charitable</a> and <a href=https://www.thinkadvisor.com/2024/12/03/7-tips-for-more-impactful-giving-via-donor-advised-funds-/"https://www.thinkadvisor.com/2024/07/09/a-conversation-with-vanguard-charitable-chief-financial-officer-mark-froehlich/">other giving experts</a> who have spoken recently with ThinkAdvisor.</p>" data-v-31a70f38>