Blog: DAF

Donor Advised Funds for Retirees: Planned Giving and Bequests

We are about to witness the largest-ever transfer of wealth between generations. Charitable giving has been steadily increasing during the past few years and there is a strong chance that the wealth of the Baby Boomer generation will result in the largest philanthropic boom seen since the era of Rockefeller and Carnegie. The difference being… CONTINUE READING >>


How to Give Abroad: The Mechanisms of International Grantmaking

As we have written before, Americans are increasingly looking internationally to put their philanthropic dollars at work. Once strategies were set, corporations, financial firms, community foundations, wealth advisors, and individual donors alike have found themselves searching for tax-effective solutions to give abroad. As you may guess, identifying the best options for international charitable giving is… CONTINUE READING >>


Anti-Money Laundering Compliance for Grantmakers: The Good, The Bad and The Regulatory

A recent announcement by the Financial Action Task Force (FATF) is giving the charitable sector a new reason to celebrate. For years, governments have cautioned potential donors that the entire charitable sector, made up primarily of Nonprofit Organizations (NPOs), is at a greater risk for being used to commit money laundering and other illegal activities. Such… CONTINUE READING >>


Thankful for Family Giving

As Thanksgiving approaches and we dream about just how high we can pile food on our plates, we also reflect on what this day means to us. Giving to others has been scientifically proven to bring us happiness. Many choose to make giving to charity a core tenet of their family values and structure, and… CONTINUE READING >>


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Heart Health in the Himalayas

Located in one of the most remote regions, nestled in the tallest mountain range in the world, the himalayan state of Nepal is home to nearly 27 million people. Over 80% of the population lives in isolated & rural areas which is particularly troublesome for a country prone to natural disasters such as landslides, earthquakes,… CONTINUE READING >>

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