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Retirees: Use a donor-advised fund for gifts and a tax break
Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax ...
Here’s how to give wisely.
Giving to charity can be rewarding. And with a little planning, it can also help lower your tax bill. These year-end ...
When you give a donor-advised fund (DAF), you are setting your recipient up with financial resources to make a lasting charitable impact.
When Chris Spaugh moved from a banking career specializing in philanthropy to a job leading a nonprofit, he brought with him expertise in sophisticated ways to help people give. The first he set out ...
Users of the charitable giving platform Daffy can now replicate existing campaigns instead of having to create their own from scratch. The "Create a Campaign Like This" feature is now live on the ...
After working for several decades in the world of philanthropy, I can unequivocally say that tax savings are never the ...
This episode serves as both an educational session and a business development strategy around Donor Advised Funds, or DAFs. You’ve likely heard of them, maybe even worked with one—but chances are, you ...
As an investor, you’re always looking for ways to maximize returns, minimize taxes, and make your money work harder for you. This year, your charitable giving strategy presents a compelling, ...
With upcoming tax changes under the One Big Beautiful Bill Act (OBBBA), 2025 presents a unique opportunity for individuals to make strategic philanthropic decisions. One of the most effective tools ...
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