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As 2024 winds down, right now is the time to look at how you plan to handle your charitable giving. The sooner you start, the more tax-efficient you can be.

Donor-advised funds, or DAFs, are financial accounts funded by donors to support future charitable work. This kind of giving differs greatly from charitable giving as a whole because it’s much more likely to involve donations of assets like stock, real estate or cryptocurrencies that have gained in value.

Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.

What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.

One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference.

Save on taxes and donate more to your favorite charities by using a donor-advised fund, or DAF. Here’s how to maximize your giving with this strategic approach.

A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.

Your employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.

Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.

This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.

Giving to charity can bring together multiple generations during the holidays to learn about the family’s values. And, of course, there are tax breaks…