Tag: Donor Advised Funds

November 24, 2023
Deck the Halls with a Charitable Giving Strategy for 2024
The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary […]
November 24, 2023

Deck the Halls with a Charitable Giving Strategy for 2024

The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary...
Read More >>
June 29, 2023
Can a Private Foundation Donate to an Advised Fund?
Welcome to our latest blog post, “Can a Private Foundation Donate to an Advised Fund?” In this post, we focus on addressing a question in the minds of many philanthropically minded individuals, couples, and their […]
June 29, 2023

Can a Private Foundation Donate to an Advised Fund?

Welcome to our latest blog post, “Can a Private Foundation Donate to an Advised Fund?” In this post, we focus on addressing a question in the minds of many philanthropically minded individuals, couples, and their...
Read More >>
December 12, 2022
The Benefits of Philanthropy During the Holidays
Wealth financial planning can help beyond emotional and financial benefits. For example, strategic holiday philanthropy can become your family legacy.
December 12, 2022

The Benefits of Philanthropy During the Holidays

Wealth financial planning can help beyond emotional and financial benefits. For example, strategic holiday philanthropy can become your family legacy.
Read More >>
September 2, 2022
Donor Advised Funds & Private Foundations: How the IRS Rewards Charitable Giving
Many of us know the non-monetary rewards of philanthropy. However, there are potential financial benefits for donors, as well—from the IRS, of all places. Possible charitable giving vehicles include private foundations, donor-advised funds, and community […]
September 2, 2022

Donor Advised Funds & Private Foundations: How the IRS Rewards Charitable Giving

Many of us know the non-monetary rewards of philanthropy. However, there are potential financial benefits for donors, as well—from the IRS, of all places. Possible charitable giving vehicles include private foundations, donor-advised funds, and community...
Read More >>