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Charitable giving resources for advisors
Why integrate charitable giving into your practice?
Get started with a range of insights from our charitable giving experts as well as stories from the advisors and donors using donor-advised funds (DAFs) every day. Scroll down this page for more or click here to fund your client’s DAF.
Featured resource
A Private Wealth Guide to Elevated Charitable Planning
For an all-in-one resource for advisors, check out our RIA Philanthropy Playbook.
DAF fundamentals
Find what you need to know about donor-advised funds in minutes. These short videos cover everything from the basics to the advanced, so you get the information you need quickly.
Why you can’t afford to ignore DAFs
Is a DAF the right fit? 5 client scenarios
Essentials: What DAFs can and can’t do
5 questions to ask when comparing DAFs
Getting complex: Giving beyond cash
DAFs vs. private foundations
Downloadable resources
[Client-friendly]
Is a donor-advised fund right for you?
(4 pages)
[Client-friendly] Tax-smart giving: The power of complex assets
(4 pages)
How DAFs complement other giving vehicles
(16 pages)
[Client-friendly] Turn your business success into lasting impact
(2 pages)
[Client-friendly]
3 ways to guide giving in downturn
(1 page)
[Client-friendly]
DAFs vs private foundations
(4 pages)
Advanced DAF strategies
Using a DAF with business exits
Turn exits into deeper relationships
Lower taxes on business exits
Key steps for giving business shares
Alts strategies
Giving strategies using alts in a DAF
Why alts belong in a DAF
Key insights for handling alts in a DAF
Giving strategies using alts in a DAF
Why alts belong in a DAF
Donor stories
Explore situations, strategies, and outcomes from real donors that may give you a fresh perspective to share with clients.
Mastering complex giving
(1 page)
Literary legacy
(1 page)
Ukraine’s jewel
(1 page)
New to charitable giving? Learn more
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