Tag Archives | Donor Advised Fund
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What’s The Best Way To Give To Charity?

Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]

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Quote Of The Week: Charities Struggle Under New Tax Rules

“‘Charitable giving by individuals is at its lowest level since the financial crisis, and financial advisers point to changes in the tax law as the reason.” Greg Iacurci, “Uncharitable Giving,” Investment News, November 9, 2019 Financial Tip: It’s true that the tax changes have made it a little harder for some people to help their […]

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