Philanthropy

DAFs allow a wider range of clients to experience the joy of giving and enable charities to receive more consistent and larger grants.      

A recent study by Fidelity Charitable highlights just how much of an advantage these planners have.

The landscape has shifted greatly in the past 18 months.

Who got their fintech in my philanthropy?

The Bill & Melinda Gates Foundation -- the largest philanthropy in the study, with almost $50 billion in assets -- was the only one to report that 0% of its holdings are with diverse firms.

Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.