Gift Planning Articles

Donor Advised Funds (DAFs) are charitable giving accounts established by financial institutions (such as Fidelity, Vanguard, or Schwab). Donors received an immediate tax deduction when the DAF is established. The financial institution administers the DAF, and the...

We invite you to participate in a survey focused on planned giving. We’re surveying planned giving professionals across the country to increase understanding of planned giving practices and benchmarks and we want your help. Please click HERE to participate in our...

Three members of the Impact team had the chance to attend Planned Giving Day last month. Sponsored by the National Capital Gift Planning Council, it’s the best conference of the year for folks who like to geek out on gift planning! Here are a few takeaways from our...