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5 client scenarios when a donor-advised fund (DAF) makes sense

As a financial advisor, knowing when to introduce a donor-advised fund (DAF) can elevate your client relationships and enhance their tax strategy. Here are the… Read More »5 client scenarios when a donor-advised fund (DAF) makes sense

As we approach the 2024 election, wealthy individuals face significant changes to their financial outlook – and while some are tempted to wring their hands… Read More »Election 2024: Essential tax strategies advisors are using now

Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the… Read More »DAFs: A smart giving solution for 2024 tax benefits

Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously

Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action

Takeaways SITUATION: When financial advisor Benjamin James met with Winston and Lyla Washington for a semi-annual review, the couple expressed their passionate desire to involve… Read More »Generational giving: The DAF that changed a family’s future

It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »The true costs of rushed giving and how to minimize them

Takeaways SITUATION: Private foundation grant takes too long for donors who urgently need to get relief funds to a charity after a crisis. SOLUTION: Use… Read More »DAF vs private foundation: DAF quickly provides relief funds during crisis

Overview of the TCJA and its impending expiration Behold! The end is nigh for the Tax Cuts and Jobs Act! Over seven years ago, the… Read More »Strategic giving with donor-advised funds: Preparing for the end of the TCJA

Takeaways SITUATION: Cornelia Roosevelt was overwhelmed by the administrative burdens of their private foundation after her husband, Kenny, passed away. SOLUTION: Collapse the private foundation… Read More »Private foundation to DAF: How a widow decreased administrative burden and increased giving