Making Charity Part of Your Portfolio: Whether clients use them for charitable saving or spending, donor-advised funds are a growing part of banks' wealth management product set

Authors :: Sparks, Evan
Source :: ABA Banking Journal. Jan-Feb, 2022, Vol. 114 Issue 1, p16, 5 p.
Publication Year :: 2022
Abstract: For Devon Bank, a journey to donor-advised funds began in a seemingly small way: with a charitable change roundup product. The Chicago-based lender--which has won an ABA Foundation Community Commitment [...]

Subjects :: Devon Bank -- Officials and employees -- Management
1st Source Bank -- Officials and employees -- Management
Bank of America Corp. -- Officials and employees -- Management
Debit cards
Banking industry -- Officials and employees
Financial management
Private banking
Charitable foundations
Company business management
Banking industry
Banking, finance and accounting industries
Business

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