Blog: Wealth Advisors

Can I Give my QCD to a DAF? And Other Questions

The giving season fosters conversations about the ways that philanthropically-inclined individuals can support charities in the easiest, safest, and most effective manner. One of these ways is making a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA). QCDs are gaining in popularity and we often receive questions about how they work, especially in… CONTINUE READING >>


Wealth Strategy and Charitable Giving: A Conversation with Max Barger, Senior Wealth Strategist, PNC Wealth Management

CAF America: How often does philanthropy come up in the conversations that you have with your clients? Max Barger: While it varies based on the client’s needs, I always bring philanthropy up, especially when we are discussing legacy or tax-mitigation. One of my first successes at PNC was working with a family which was contemplating… CONTINUE READING >>


From Baby Boom to Tech Boom: Exploring Generational Giving by High Net Worth Individuals

 In the summer of 2010, two of the world’s most renowned  self-made  billionaires announced the formation of a long-speculated pact that  sought to permanently alter the  landscape of philanthropy. Led by Bill  Gates and Warren  Buffett, The Giving Pledge – as it has come to be  known –  is an open call to the world’s… CONTINUE READING >>


Featured Posts

Join our email list »

Stay up to date on global charitable giving news & trends, read stories of philanthropy, and learn how the philanthropic landscape is changing.


Featured Story

Exemplary Education for the Underprivileged in India

Today, 33% of people in India live in urban areas compared to only 17% of people in 1960. Rapid urbanization in India results in increasing urban poverty and creates unique challenges across all of society. This is often most felt in terms of providing quality education, and UNESCO estimates a youth illiteracy rate of 14%… CONTINUE READING >>

Read more