Integrating Donor-Advised Funds Across the Client Lifecycle
National Philanthropic Trust’s June 2026 briefing urges advisors to weave donor‑advised funds into every stage of a client’s wealth journey, not just at year‑end tax planning. Introducing DAFs early, before liquidity events, and revisiting them post‑sale expands charitable capacity and preserves tax advantages. The guide highlights inflection points—portfolio growth, concentrated positions, business sales, and legacy planning—where proactive DAF conversations unlock flexibility and multigenerational impact.
One Million Grants, Unquantifiable Impact
National Philanthropic Trust (NPT) celebrated its one‑millionth grant, a milestone that caps three decades of connecting donors with nonprofits. Since its 1996 launch, NPT has facilitated more than $44 billion in charitable giving across the United States and abroad. The landmark...
QCDs and DAFs: A Practical Guide for Donors and Advisors
Qualified Charitable Distributions (QCDs) let donors 70½ or older move up to $111,000 annually from IRAs directly to public charities, counting toward required minimum distributions while staying out of taxable income. For 2026 the limit doubles to $222,000 for married...