Shayna Wills

What was once a little-known tax strategy among high-net-worth individuals has now amassed widespread adoption.

If you have long-term appreciated stocks in your portfolio, keep reading to learn why donating complex assets might be a smart move for you.

By stepping back and looking at your long-term financial patterns and goals, you can create a strategic plan that enables you to claim more deductions. Charitable bunching is one such strategy that lets donors maximize their charitable tax write-off.

Let’s take a closer look at how DAFs can be used strategically at year’s end to funnel donation funds in a tax-advantaged manner.

Financial advisors play an important role in helping high-net-worth individuals navigate challenges and make the most of their charitable efforts. And as they do so, partnering with a DAF can make all the difference.

For too long, the donor advised fund landscape has overlooked the needs of its biggest beneficiaries: nonprofit organizations. We’ve created a DAF that finally puts more control into the hands of organizations.

With so many donor advised funds on the market, how do you know which one to choose? A good place to start is to understand the core differences between a traditional DAF and a modernized DAF.

Are you looking to boost your philanthropic footprint while maximizing tax benefits? Then you might want to think about allocating funds to a charitable giving vehicle, such as a donor advised fund or private foundation.

If you're considering opening a donor-advised fund but aren't sure how it works, keep reading! We'll discuss the functions of DAFs and why they're so beneficial for donors.

Overfunding can be avoided with strategic planning. If it does occur, there are a number of things you can do to mitigate tax consequences — such as changing the beneficiary or rolling over funds to a Roth IRA.

Health Savings Accounts (HSAs) are one of the most underutilized retirement saving options. According to a 2023 Employee Benefit Research Institute® study, while more people are using HSAs, they’re not taking advantage of its investment ability.

Learn about the new Secure 2.0 legislation, how it can boost your retirement savings potential, and what it means for your retirement.