Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.

Policy trends

Donor-advised fund rules and contribution limits for 2024

by Joseph Gianforte, CPA

The 2023 DAF Report compiled by the National Philanthropic Trust shows donor-advised funds (DAFs) continue to be a popular choice for charitable giving. Among the… Read More »Donor-advised fund rules and contribution limits for 2024

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