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Charitable Giving

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Charitable Giving

Donor-Advised Funds

What is a Donor-Advised Fund? Donor-advised funds are charitable investment accounts that can be opened at many of the major brokerage firms, such as Charles Schwab and Fidelity, or at a local community foundation. Two of the biggest advantages of donor-advised funds is the flexibility they offer to donors and their tax advantages. Individuals with

Posted By Alyssa Yocom
August 11, 2021
Charitable Giving

Using Charitable Trusts in Estate Planning

Charitable gifting can be accomplished in many ways. Charitable donations, Qualified Charitable Distributions, and contributing to a donor-advised fund are all ways that individuals can gift to charities and receive some income tax deductions. Charitable giving can also be an effective estate planning strategy. For individuals with large estates, charitable remainder trusts or charitable lead

Posted By Alyssa Yocom
April 27, 2021