Leveraging Donor Advised Funds (DAFs) to Curb the Generational Wealth Transfer Impact on AUM According to Forbes magazine, an estimated $84 trillion is set to change hands over the coming decades. Financial advisors face a [...]
Freedom from outside influences is significant to developing your client’s philanthropic legacy. Independence brings to mind qualities such as: “Free from influence, guidance, or control of another or others; self-reliant” As an early pioneer of [...]
Maximize Your Client’s Charitable Impact with the Best Donor Advised Fund FitDonor Advised Funds (DAFs) are a tax-smart, flexible way to manage charitable giving, with over $200 billion in assets nationwide in 2025 (NPT 2024 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
