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Financial Planning

Use of Donor-Advised Funds

Our clients have utilized Donor-Advised Funds (DAFs) for charitable giving as a tool to control the timing of tax deductions and tax-efficiently transition appreciated portfolio assets. Given new tax laws, most notably the increased standard deduction, we believe that DAFs continue to be a powerful tool for tax planning, especially when clients “bunch” gifting into a preferable tax year. The attached article provides information on DAFs and strategies for maximizing tax-efficient charitable giving. Please contact your advisor to discuss how DAFs might fit into your wealth management planning.


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