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A donor advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about.
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An often-overlooked tactic in estate planning.
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Two peas in a pod that are becoming inextricably tied. David Tanti
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Combining Life Estate & Charitable Gift Annuity Gifts
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Combining Life Estate & Charitable Gift Annuity Gifts
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A simple approach to helping clients maximize charitable impact and reduce taxable income.
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This booklet is a conversation about charitable giving. We believe people should give to causes important to them, not what is important to others.
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“The Secrets Your Advisors Rarely Tell You” Presentation by David Moore for the Spring 2023 workshop series
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Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.
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The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
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