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Interpreting the New Giving Forecast...
What to Listen for After...
Make Full Use of Your...
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Nonprofits and Allied Professionals: A...
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The Edge from EDS
Where the technical, the tactical, and the timely meet
Tag:

Donor-advised Funds

  • Guiding Donors Through DAF Succession Planning

    by Rebecca Wood, J.D. October 9, 2025
    by Rebecca Wood, J.D. October 9, 2025

    Happy DAF Day! Donor-advised funds are best known for making it easy to set aside money for charitable giving and recommend grants that have…

  • Strategic Giving Options: Helping Donors Choose Between a Donor-Advised Fund and a Private Foundation

    by Rebecca Wood, J.D. April 30, 2025
    by Rebecca Wood, J.D. April 30, 2025

    Two of the most common giving options for wealthy families are donor-advised funds (DAFs) and private foundations. Both involve an initial contribution of assets…

  • The Evolution of Donor-Advised Funds: What You Need to Know from the Giving USA 2024 Report

    by Marina Cooper September 3, 2024
    by Marina Cooper September 3, 2024

    Donor-advised funds (DAFs) have become one of the fastest-growing planned giving vehicles over the last few decades, offering flexibility for donors and a steady…

  • Planned Giving Trends and Insights from Giving USA 2024

    by Marina Cooper July 15, 2024
    by Marina Cooper July 15, 2024

    The Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the…

  • Honoring Loved Ones with Planned Giving

    by Rebecca Wood, J.D. May 10, 2024
    by Rebecca Wood, J.D. May 10, 2024

    As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…

  • Using Empathy to Overcome Donor Objections

    by Marina Cooper October 9, 2023
    by Marina Cooper October 9, 2023

    Most of us have come across a pushy salesperson at some point. Theater and movies have further satirized these characters in performances both unforgettable…

  • Donor-Advised Funds: Educating Supporters and Encouraging Grants

    by Marina Cooper September 6, 2023
    by Marina Cooper September 6, 2023

    A donor-advised fund (DAF) is a well-regarded charitable giving account that provides great flexibility for donors. When a donor transfers assets into a DAF,…

Recent

  • Interpreting the New Giving Forecast After OBBBA:
    What Has Changed and What Endures
  • What to Listen for After Tax Season:
    Five Donor Comments That May Reveal Giving Opportunities
  • Make Full Use of Your Planned Giving Website
  • Asking for Commitment in Planned Giving
  • Using AI Wisely in Planned Giving
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