Donor Advised Funds or Donor Advised Frauds?

June 21, 2018Learning Edge Blog, News, Rhode Warrior Blogcharles schwab, chronicle of philanthropy, donor advised funds, donor advised funds frauds, donor research, fidelity, fundraising research, Mark Noll, philanthropy, prospect research institute, wall streetGayla Scrivener

by Rhode Warrior, Mark Noll In the past ten years or so, charitable giving has seen the rise of a “middle man” who disguises himself as a charitable vehicle when he is, in fact, nothing more than self-serving money monger. This person goes under the nom de guerre of a “Donor Advised Fund.” This euphemism… Read More »

Donor Advised Funds: The Good, the Bad and the Ugly

January 19, 2015Learning Edge Blog, News, Rhode Warrior Blogcharitable gift, charles schwab, DAF, donor advised funds, donor research, fidelity, fundraising research, giving trend, high net work individuals, hnwi, Mark Noll, prospect development, prospect research, rhode warrior, vanguardJennifer Filla

by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are listed in the top ten of the Chronicle of Philanthropy’s 2014 Philanthropy 400. As a… Read More »