Tax Break Now, Decide Later: Unlock the Benefits of Donor-Advised Funds
Every year, as December approaches, we hear a familiar story: clients want to make a meaningful donation and take advantage of the associated tax benefits, but they haven’t yet decided which charities to support. For many, Donor-Advised Funds (DAFs) are the perfect solution. Take, for instance, a client who came to us last year, hoping […]
