Win-Win Tax Strategies: Charitable Giving That Pays Off, No Itemizing Needed
Cut Taxes and Help Causes You Love in 2025 Tax rules change all the time. Many people now skip itemizing deductions since the standard deduction is higher. In 2025 (for filing in 2026) the standard [...]
Kindness Ambassadors
From FA to Trusted Advisor: Harnessing the Intersection of Wealth Management and Philanthropic Legacies In the world of finance, where numbers often reign supreme, there exists a unique intersection between wealth management and the warmth [...]
Avoid the Year End Tax Scramble – Maximize Last Minute Tax Benefits with Donor Advised Funds
Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the December [...]
6 Tax Benefits to Consider With Donor Advised Funds
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and [...]
How much charitable giving can your clients deduct?
As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and [...]
The Great Wealth Transfer – Part 3 of 3: An Inspiring Story
How a Donor Advised Fund helped establish a generational philanthropic legacy The Family Snapshot Martha, a widowed 84-year-old matriarch, has a large family of four children and twelve grandchildren. Under her financial advisor’s guidance, she [...]
The Great Wealth Transfer – Part 2 of 3: Deeper Engagement with Clients
Donor Advised Funds (DAFs) present a unique opportunity for you, the financial advisor, to engage more deeply with your clients, particularly across generations. By facilitating meaningful conversations around family values and philanthropic goals, you add [...]
The Great Wealth Transfer – Part 1 of 3: Challenge and the DAF Solution
As a trusted financial advisor, you are uniquely positioned to help clients successfully navigate the complexities of wealth management and inheritance planning. One tool that remains underutilized by many advisors is the Donor Advised Fund [...]