USING DONOR-ADVISED FUNDS TO ACHIEVE CHARITABLE GOALS

Donor-advised funds, thanks to their tax advantages, flexibility and low costs, provide an excellent vehicle for individuals and families interested in charitable giving.

CHARITABLE GIFT BUNCHING WITH THE NEW TAX LAW

The new federal tax law may allow for increased charitable gift “bunching” to accomplish philanthropic goals.  

A PERFECT PAIR: DONOR-ADVISED FUNDS & PRIVATE FOUNDATIONS

Understand how a donor-advised fund can help a private foundation more efficiently accomplish its mission.