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 [...]
Preparing Younger Generations for Wealth Inheritance with Donor Advised Funds
As families plan for the transfer of significant wealth to younger generations, ensuring that this transition is both smooth, meaningful, and successful becomes paramount. One effective strategy to prepare heirs for their future responsibilities while [...]
iGiftFund Earns Number 2 Spot in National Ranking of Top 20 DAF Sponsors
FOR IMMEDIATE RELEASE iGiftFund Earns #2 Spot in National Ranking of Top 20 DAF Sponsors The independent, Ohio-based DAF sponsor beats out the giants in the DAF sponsor industry. Hudson, Ohio – December 5, [...]
Tax-smart Gift Fund Strategies to Help Clients Reduce Their Tax Bite for 2023
Summary of Tax Benefits for Contributions to Donor Advised Fund (DAF) or Donor Restricted Fund (DRF): Immediate and Maximum Income Tax Benefits Avoid Capital Gains Tax Avoid Estate Tax Assets Grow Tax-Free [...]
How Your Senior Clients Can Avoid the Tax Bite on Distributions from IRAs
Starting at age 70½, clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: [...]
Tax-Smart Roth Conversions through a Donor Advised Fund
Recent changes in the Secure Act are prompting an increasing number of your clients to consider Roth conversions. You are in a unique position to help your clients lessen the tax impact of the [...]
Taking Center Stage: Women’s Unique and Potent Charitable Giving
In the past, the world of philanthropy was largely controlled by men. But now, women are taking center stage. Successful, high-net-worth women are giving to charity in a big way that’s only projected to [...]
Two Ways to look at Charitable Giving in America: Why One Way Favors the Gifting of Appreciated Assets
Americans are known, from the time of the Revolution, for their deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. "I have [...]