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2025 Charting the Course

Insights on the Economy and Market 2025 Percent of U.S. Individual Charitable Giving Going to Private Foundations and DAFs January 2025   There has been a shifting narrative as to where individuals have been directing their gifting. In 2008, donor- advised funds (DAFs) accounted for 4% of individual charitable gifting versus 13% going toward [...]

By |2025-01-27T10:51:33-05:00January 27, 2025|

Donor Advised Funds vs Private Foundations

Choosing a Philanthropic Vehicle January 2025 In recent years, there has been a proliferation of assets in and contributions to donor-advised funds (DAFs). Grants from DAFs have grown an impressive 14% per year from 2019 through 2023, and total assets have grown by over $100 billion in that same time period.1 Some estimates point to these [...]

By |2025-01-22T14:07:44-05:00January 22, 2025|

2024 Charting the Course

Insights on the Economy and Market 2024 Small Business Employment by State December 2024 This chart shows the percentage of workers in each state employed by small business, defined as companies with fewer than 500 employees.     Small businesses are a significant part of the U.S. economy, providing jobs and driving innovation. Understanding their distribution [...]

By |2025-01-28T12:56:06-05:00December 23, 2024|

Worries

"I know worrying works, because none of the stuff I worried about ever happened." - Will Rogers If you reside in a swing state or have a cell phone number that is from a swing state, you may be hoping that election season soon ends to put a stop to the text and robocall onslaught. Regardless of where [...]

By |2024-12-30T14:15:37-05:00November 5, 2024|
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