donor advised fund

5 Tips to Maximize Your Charitable Giving

December 14, 2023 | Blog

Charitable giving is an important piece of wealth management. It’s about aligning your wealth with your values to support causes that are meaningful to you. There are many ways to do that—and some are more tax-efficient than others.…more

Give to Charity, Get a Tax Break with Donor-Advised Funds

December 4, 2019 | Blog

The latest round of tax reform has had a pretty significant impact on charitable giving, specifically when it comes to writing off donations. This is because certain tax deductions are only available if you choose to itemize, rather…more