DAFgiving360 reported donors gave a record $9.9 billion to charities in 2025, up 28% from the prior year.

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. When it comes to planning for the future, many of us consider opening investment ...

Starting next year, the One Big Beautiful Bill Act sets new limits on charitable-gift tax deductions. To prepare for those restrictions, some experts are recommending that their wealthy philanthropic ...

Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax bills. A donor-advised fund can ease that tension by letting you ...

Partnership enables Evergreen Wealth clients to donate appreciated stock and other assets through a modern donor-advised fund to more than 1.7 million U.S. charities—offsetting taxable income and ...

Please provide your email address to receive an email when new articles are posted on . A donor-assisted fund is a simple, tax-efficient way physicians can manage their philanthropy. Most major ...

This article was originally written and published here and submitted by John-Mark Young to Richland Source for publishing. It was July 4th, 2025. I happened to be down in Orlando, Florida, near one of ...

Discover smart giving tactics used by wealthy families to reduce tax liability while maximizing charitable impact Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior ...

As financial advisors, we’ve often recommended that clients set up donor-advised funds. We know the drill: Contribute to the fund and get an immediate tax deduction. But it often takes time for the ...

Donor advised funds are endowment-like funds that are operated by public charities. When a donor makes a gift to a donor advised fund, a separate fund is created for the donor by the public charity ...

Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth ...