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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.

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CHARITABLE GIFT BUNCHING 

Charitable gift “bunching” can be a tax-efficient approach to accomplishing you philanthropic goals.

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A PERFECT PAIR: DONOR-ADVISED FUNDS & PRIVATE FOUNDATIONS

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

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CHOOSING THE BEST CHARITABLE GIVING APPROACH

in this video and paper, we describe and compare six different charitable giving approaches.