Highlights
Combining Private Foundations with Donor-Advised Funds:
A Symbiotic Relationship: Balancing the Use of Private Foundations with Donor-Advised Funds (PDF)
Trusts & Estates
The Best of Both Worlds: Using Private Foundations and Donor Advised Funds (PDF)
Association of Small Foundations
Appearing in Charitable Gift Planning News:
Donating Complex Assets to Charity
Karla D'Alleva Valas, Managing Director, Complex Asset Group
Fidelity Charitable
Effective and Tax-Efficient Giving During Challenging Economic Times More…
Report on Smart Giving:
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds (PDF)
Steven Feinschreiber, Senior Vice President, Research
Fidelity® Research Institute
Advisors & Professionals
Learn about the Charitable Investment Advisor Program
Advice & Giving Study
One in Four Financial Advisors Expects Clients Will Increase Charitable Giving To Offset Predicted Tax Hikes
Entrepreneurs & Giving
Study Shows That Entrepreneurs are More Likely to Give to Charity