Tax Benefits of Donor-Advised Funds

Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.

What is a Donor-Advised Fund?

Administered by a charitable sponsors, donor advised funds are simple, tax-efficient vehicles to support your favorite nonprofit organizations or areas of interest.

Have You Included Donor Advised Funds in Your Estate Plan?

As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.

Philanthropy Roundup: December 2017

Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.

Why Gifting Stock is Right for You

Charitable Gifts Director Leslie Klein, CFP shares how gifting stocks, bonds or mutual funds can help philanthropists grant more money to the nonprofit community while receiving optimal tax advantages in the process.
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