According to DAFgiving360's FY 2026 annual report, donors granted $10 billion to charity this year. 73% of contributions were non-cash assets. Over 5,400 advisory firms support DAFgiving360 donors, each serving an average of 15.
rethinking65.com/dafgiving360...
#CharitablePlanning #DAF
rethinking65.com/dafgiving360...
#CharitablePlanning #DAF
DAFgiving360 Donors Surpass $10 Billion in Charitable Grants in FY 2026
Advisors play a key role in DAFgiving360’s program, with each serving 15 donors on average.
rethinking65.com
July 29, 2026 at 7:26 PM
According to DAFgiving360's FY 2026 annual report, donors granted $10 billion to charity this year. 73% of contributions were non-cash assets. Over 5,400 advisory firms support DAFgiving360 donors, each serving an average of 15.
rethinking65.com/dafgiving360...
#CharitablePlanning #DAF
rethinking65.com/dafgiving360...
#CharitablePlanning #DAF
tax strategy consultation at breaklinewealthandtax.com. Sources: • IRS: Charitable Remainder Trusts (IRC Section 664) • IRS: Donor-Advised Funds Overview • IRS Publication 526, Charitable Contributions #CharitablePlanning #DonorAdvisedFund #DAF #CRT #TaxMitigation #WealthManagement
May 23, 2026 at 8:00 PM
tax strategy consultation at breaklinewealthandtax.com. Sources: • IRS: Charitable Remainder Trusts (IRC Section 664) • IRS: Donor-Advised Funds Overview • IRS Publication 526, Charitable Contributions #CharitablePlanning #DonorAdvisedFund #DAF #CRT #TaxMitigation #WealthManagement
A donor-advised fund set up years ago. Interests changed. The plan never did. Ken Nopar writes for Rethinking65 that if the advisor does not review charitable plans, nobody will. He shares 10 specific ways to fix that. rethinking65.com/charitable-p... #CharitablePlanning #FinancialAdvisors
Charitable Plans Shouldn’t Be ‘Set It and Forget It’
Many donors fail to periodically discuss or update their charitable plans or desires. Here are 10 ways advisors can help.
rethinking65.com
May 21, 2026 at 2:29 PM
A donor-advised fund set up years ago. Interests changed. The plan never did. Ken Nopar writes for Rethinking65 that if the advisor does not review charitable plans, nobody will. He shares 10 specific ways to fix that. rethinking65.com/charitable-p... #CharitablePlanning #FinancialAdvisors
Know a #CPA #financialplanner #wealthadvisor #trustofficer #estateplanner or similar professional that's newer to #philanthropy and #charitableplanning?
@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.
@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.
February 19, 2026 at 4:14 PM
Know a #CPA #financialplanner #wealthadvisor #trustofficer #estateplanner or similar professional that's newer to #philanthropy and #charitableplanning?
@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.
@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.
Here are 11 topics (and conversation starters) about charitable planning to bring up with your clients, plus additional resources to take the discussions further. #financialplanning #charitableplanning
rethinking65.com/advisor-tips...
rethinking65.com/advisor-tips...
Advisor Tips for Charitable Planning Conversations
These 12 topics can lead to charitable giving conversations with your clients.
rethinking65.com
February 26, 2025 at 10:49 AM
Here are 11 topics (and conversation starters) about charitable planning to bring up with your clients, plus additional resources to take the discussions further. #financialplanning #charitableplanning
rethinking65.com/advisor-tips...
rethinking65.com/advisor-tips...