TIAA Wealth Management Makes Charitable Giving Part of the Financial Plan With New Donor-Advised Fund Program

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  "signal_type": "news",
  "signal_subtype": "launches",
  "detected_at": "2026-09-28T12:00:00+00:00",
  "company": {
    "name": "TIAA",
    "domain": "tiaa.org"
  },
  "data": {
    "url": "https://www.prnewswire.com/news-releases/tiaa-wealth-management-makes-charitable-giving-part-of-the-financial-plan-with-new-donor-advised-fund-program-302891438.html",
    "title": "TIAA Wealth Management Makes Charitable Giving Part of the Financial Plan With New Donor-Advised Fund Program",
    "excerpt": "New charitable giving solution combines tax-efficient investing, seamless digital experience, advisor guidance and access to 1.6 million IRS-qualified charities NEW YORK , Sept. 28, 2026 /PRNewswire/ -- TIAA Wealth Management today announces the TIAA Donor-Advised Fund (DAF) Program giving clients, many of whom have spent careers in service to others, a tax efficient way to formalize their charitable giving. The program is fully integrated within the client's broader financial plan including tax strategy and estate planning with support from their TIAA Wealth Management advisor team. \"Our clients are educators, healthcare professionals, and nonprofit employees who have chosen careers of service, and many want to extend that mission through strategic giving,\" said David Nason, CEO of TIAA Wealth Management and Advice Solutions. \"The TIAA Donor-Advised Fund allows them to do so tax-efficiently, keeping their charitable giving within their financial plan and managed by an organization they trust.\" Through a partnership with Charityvest 1 , a 501(c)(3) public charity powered by Foundation Source, TIAA Wealth Management clients can open a donor-advised fund working with their advisor and the process is seamlessly integrated with their existing TIAA digital experience. Once contributions are made to a donor-advised fund account, the assets will be invested in one of seven TIAA model...",
    "product": "TIAA Donor-Advised Fund (DAF) Program",
    "summary": "TIAA Wealth Management has launched the TIAA Donor-Advised Fund (DAF) Program, a new charitable giving solution for its clients.",
    "location": "New York, New York, USA",
    "planning": false,
    "image_url": "https://mmx.prnewswire.com/media/MS1712600/TIAA-Wealth-Management-2025-Logo.jpg?id=OA2973536&p=facebook",
    "confidence": 0.9,
    "product_data": {
      "name": "TIAA Donor-Advised Fund (DAF) Program",
      "full_text": "the TIAA Donor-Advised Fund (DAF) Program",
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    },
    "product_tags": [
      "online_technology",
      "general_technology"
    ],
    "published_at": "2026-09-28T12:00:00Z",
    "location_data": [
      {
        "city": "New York",
        "state": "New York",
        "region": "Northern America",
        "country": "United States",
        "continent": "Americas",
        "fuzzy_match": false
      }
    ],
    "effective_date": "2026-09-28",
    "article_sentence": "TIAA Wealth Management today announces the TIAA Donor-Advised Fund (DAF) Program giving clients, many of whom have spent careers in service to others, a tax efficient way to formalize their charitable giving."
  }
}

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