Monthly Archives: December 2019

//December

Last-minute Tax Situation: A Donor Advised Fund – the Right Option

It’s the week before Christmas.  One of your favorite clients, Bill Smith, calls to tell you that he just received an unexpected year-end bonus of $175,000 and he is concerned about this taxable event.  He wants your advice on charitable giving options.  With only a few days left, the clock is ticking.  What advice can [...]

Last-minute Tax Situation: A Donor Advised Fund – the Right Option2019-12-19T14:39:09+00:00

A Counterintuitive Way to Look at Distributing Wealth

Beginning in the mid-1980’s, when Donor Advised Funds began to emerge from relative obscurity to become the most popular form of charitable giving today, I have been fortunate to work with financial advisors and their clients on their Donor Advised Funds (DAF).  Initially, many donors view their DAF as a simple, time-sensitive tactical tool to [...]

A Counterintuitive Way to Look at Distributing Wealth2019-12-12T17:40:36+00:00