With popularity comes critique, and that’s certainly true for donor-advised funds. But don’t steer your clients away from one of the most effective tools for charitable giving due to regulatory uncertainty. There’s a long road ahead as lawmakers and regulators try to grasp the reality of DAFs and distinguish fact from fiction. In mid-November, the TreasuryContinue reading “Wealth Management: Donor-Advised Funds in the Crosshairs in DC”
Category Archives: Blog
New DAF Study Tells a Compelling Story for Policymakers
New donor-advised fund (DAF) data released this week underscore the flexible and dynamic nature of the giving vehicle as members of Congress and the Administration consider policy and regulatory changes that could potentially impact donors, the assets they give, and the charities who receive them. The 70-page report from the DAF Research Collaborative, the largestContinue reading “New DAF Study Tells a Compelling Story for Policymakers”
The Year-End Outlook for Renewing An Important Charitable Giving Incentive
Last week, the Charitable Giving Coalition hosted a two-day fly-in to urge lawmakers to renew and expand the universal charitable deduction for non-itemizers, which expired at the end of 2021. The Grow Giving Now Fly-In welcomed more than 50 charitable leaders to Washington, DC, to meet with lawmakers and their staff, expressing support for theContinue reading “The Year-End Outlook for Renewing An Important Charitable Giving Incentive “