Donor Advised Fund

Philanthropy has expanded far beyond writing a year-end check. Today, tools like Donor-Advised Funds (DAFs) allow individuals and families to give more strategically, unlock valuable tax advantages, and even grow their charitable assets over time.

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage of the greatest allowable deduction?  Do you like the idea of a private foundation but don’t want the complexity, burden, and expense of its administration?  Do you want to give anonymously?  Do you own liquid assets, such as stock, mutual funds, etc., on a low-cost basis and don’t have a plan to sell them?  In other words, do you want to organize your...

Charitable giving and tax benefits There are many things to consider when mapping out your tax plan for the year. One thing to take into...