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News

Strategic Philanthropy

Donors

Donor Advised Funds

Philanthropy Resources

Professional Advisors

Quick and Easy Year-End Giving Options for Your Clients

A Donor Advised Fund (DAF) is a charitable giving option that allows your clients to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.

Strategic Philanthropy

Philanthropy Resources

Donors

Professional Advisors

IRA Charitable Rollover Offers Unique Giving Opportunity

An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity.

Philanthropy Resources

Donor Advised Funds

Donors

Strategic Philanthropy

Donating Non-Cash Gifts – Timing is Important.

Donating non-cash gifts like privately held stock can be tax-advantageous for you, but the donation process requires planning and a carefully laid out timeline that simple gifts of cash do not.

Professional Advisors

Strategic Philanthropy

Philanthropy Resources

Donors

Complex Giving

Strategic Philanthropy

Quick and Easy Year-End Giving Options for Your Clients

IRA Charitable Rollover Offers Unique Giving Opportunity

Donating Non-Cash Gifts – Timing is Important.

Cryptocurrency Donations: Embracing the Future of Philanthropy