Donor-Advised Fund vs. Private Foundation: Which Vehicle Fits Your Client?
For advisors working with high-net-worth clients, one question comes up [...]
Why Appreciated Stock May Be More Valuable Than Cash for Charitable Giving
When a client decides to make a significant charitable gift, [...]
The Local Advantage: What a Community Foundation Can Offer That a National DAF Cannot
National donor-advised fund sponsors do a handful of things extremely [...]
What Impact Investing Means for the Charitable Conversations You’re Already Having
Your clients are asking sharper questions about their philanthropy than [...]
QCD Giving in 2026: A Tax-Smart Way to Support Community
QCD Giving in 2026: A Tax-Smart Way to Support Community [...]
What the 2026 Tax Changes Mean for Charitable Giving
New federal tax rules taking effect in 2026 will change [...]
A Conversation That Changed a Life: How Daystar Life Helps Neighbors Find Stability
Sometimes, meaningful change begins with something as simple as sitting [...]
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 [...]
