Donor Advised Funds

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A donor-advised fund (DAF) is a private fund created to manage charitable donations on behalf of an individual or another organization.

Charitable Trusts

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Charitable trusts allow you to donate to good causes while also offering you a tax break, but they aren’t endeavors to take on lightly.

Charitable Deductions

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Donating to charity is part of being a socially conscious business. And if you do, you can get benefits on your taxes!

Charitable Giving

Show love for others with charitable giving

If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.