By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those deductions reduce your tax bill. But as a result of the recent changes to the tax code, you probably are no [...]
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Read about Donor Advised Funds in this Crain's article by Jeremy Nobile Whether it's for the tax benefits, low hurdles for participation, overall flexibility or a number of other factors, donor-advised funds (DAFs) are seeing capital flowing in and out of them reach record levels. And even though new tax codes in 2018 have cast [...]
News Release Phil Tobin Launches National Donor Advised Fund iGiftFund to Participate in Fastest Growing Planned Giving Platform in America Hudson, Ohio – July 1, 2018 – Eighteen months after leaving American Endowment Foundation (AEF), Hudson, Ohio resident Phil Tobin announces the launch of iGiftFund, an independent, advisor-managed, Donor Advised Fund (DAF) with the goal [...]
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 [...]