The Ins and Outs of Making a Contribution to a Donor Advised Fund

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

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Considerations When Selling Your Company Shares

Learn more about how taking the emotion out of investing can lead to more opportunities and how partnering with a trusted advisor can make all the difference.

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Donor Advised Funds bring tax efficiency, flexibility to philanthropic giving

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

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