How Donor-Advised Fund Investments Can Grow Charitable Impact
More Than a Giving Account By Meg Lokey, Vice President [...]
Donor-Advised Funds: A Strategic Charitable Planning Tool for Advisors and Their Clients
By Meg Lokey, Vice President of Philanthropy, Pinellas Community Foundation [...]
Myth: You Need a Lot of Money to Start a Donor-Advised Fund
By Meg Lokey, Vice President of Philanthropy, Pinellas Community Foundation [...]
Betting on Neighbors: How the SOW Fund Is Rewriting the Rules of Giving
In 2018, one donor asked a simple question: what if [...]
Charitable Giving Strategies for Clients Selling a Business
A Missed Opportunity for Many Business Owners When a client [...]
Community Foundation DAF vs. National DAF: What’s Right for Your Client?
Not Every Donor-Advised Fund Works the Same Way When clients [...]
What Types of Assets Can Be Donated to a Donor-Advised Fund?
Beyond Cash: Expanding the Conversation Around Charitable Giving Many clients [...]
Why Use a Donor-Advised Fund for Long-Term Charitable Giving?
A Simpler Way to Give with More Intention Many clients [...]
A Practical Guide to Community Foundations for Financial Advisors
A Briefing for Financial Advisors Clients who are charitably inclined [...]
Hurricane Season Starts Today. Is Our Community Ready?
When Hurricane Helene struck in September 2024, we activated immediately. [...]
