Community Foundation DAF vs. National DAF: What’s Right for Your Client?
Not Every Donor-Advised Fund Works the Same Way When clients [...]
What Types of Assets Can Be Donated to a Donor-Advised Fund?
Beyond Cash: Expanding the Conversation Around Charitable Giving Many clients [...]
Why Use a Donor-Advised Fund for Long-Term Charitable Giving?
A Simpler Way to Give with More Intention Many clients [...]
A Practical Guide to Community Foundations for Financial Advisors
A Briefing for Financial Advisors Clients who are charitably inclined [...]
How to Help Clients Choose Which Nonprofits to Support and How PCF Makes That Easier
One of the most common places clients get stuck in [...]
How to Help Clients Use Charitable Giving to Reduce Income Tax
Charitable giving and income tax planning are not separate conversations. [...]
What’s Involved in Setting Up a Charitable Remainder Trust
A charitable remainder trust (CRT) is one of the most [...]
Who Administers Donor Advised Funds — and What PCF Does for Advisors
Donor-advised funds (DAFs) are one of the most frequently recommended [...]
Legacy Giving Strategies for Financial Advisors: Helping Clients Structure Their Charitable Impact
Most financial plans are built around numbers - income, tax [...]
When Donor-Advised Funds Make Sense for Clients: A Guide for Financial Advisors
A donor advised fund (DAF) is one of the most [...]
