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There’s still time: Get 2024 DAF benefits

Michael and Katelyn Connor recently saw their annual earnings hit a high note. And then came the sour note: the projected tax impact of their… Read More »There’s still time: Get 2024 DAF benefits

Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously

Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action

Takeaways SITUATION: When financial advisor Benjamin James met with Winston and Lyla Washington for a semi-annual review, the couple expressed their passionate desire to involve… Read More »Using a DAF to create a legacy through collaboration

It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »The true costs of rushed giving and how to minimize them

Takeaways SITUATION: Private foundation grant takes too long for donors who urgently need to get relief funds to a charity after a crisis. SOLUTION: Use… Read More »DAF vs private foundation: DAF quickly provides relief funds during crisis

Overview of the TCJA and its impending expiration Behold! The end is nigh for the Tax Cuts and Jobs Act! Over seven years ago, the… Read More »Strategic giving with donor-advised funds: Preparing for the end of the TCJA

Takeaways SITUATION: Cornelia Roosevelt was overwhelmed by the administrative burdens of their private foundation after her husband, Kenny, passed away. SOLUTION: Collapse the private foundation… Read More »Private foundation to DAF: How a widow decreased administrative burden and increased giving

When they started their staffing company, Scott and Kim Wedgeworth* hoped they might one day build it into something they could sell to supplement their… Read More »DAFs in business exit strategies: Tax efficiency and impact

While the end of the year is undeniably the most active time for opening and contributing to a donor-advised fund (DAF), this can be limiting… Read More »Four reasons DAFs need to be on every advisor’s mid-year agenda