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Giving Back in 2019? Consider Donor-Advised Funds

Posted: January 08, 2019
Posted in: Strategic Thinking , Strategic Philanthropy, tax credits, charitable giving, tax receipts, donations, MFA- Philanthropy, Donor-Advised Funds, DAFs, Nicola Elkins, MFA - P

The desire to make a difference is gaining momentum with people of all ages, as individuals see their personal wealth not only as a means to live well, but also as a way to contribute have social impact or create a meaningful legacy. Advisors need to be able to help philanthropic-minded clients convert their wealth into some form of social capital. One option: Donor-Advised funds (DAFs).

Addressing Philanthropy Goals Before Year-End

Posted: December 04, 2018
Posted in: Strategic Thinking , Strategic Philanthropy, charitable donations, donation tax credit, philanthropy, charity, donations receipts, giving, MFA- Philanthropy

In the height of charitable giving season, a review of recent tax changes provides an opportunity for advisors and clients to plan more strategically, while maximizing tax savings and planning 2019 investments before year-end. Here’s a checklist of talking points for your December meetings: