Many individuals and families have charities which they support with volunteer hours and/or charitable contributions which reflect their personal values and concerns.
Does this describe you?
If it does, you may want to consider a Donor Advised Fund. With our current tax code, many people who give generously could benefit from utilizing a Donor Advised Fund. Large contributions can be made into these funds in a way that could turbocharge tax savings and enable the donor to initiate grants from this fund to their favorite charities now and in future years. Investments can be set up to help these tax deductible assets to grow for enhanced giving in the future.
We are able to help you plan your charitable giving and set up a Donor Advised Fund if that would be a benefit to you and your charitable giving. Please contact us and set up a time to discuss at your convenience.
