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Quick and Easy Year-End Giving Options for Your Clients
A Donor Advised Fund (DAF) is a charitable giving option that allows your clients to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.
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IRA ROLLOVER
IRA Charitable Rollover Offers Unique Giving Opportunity
An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity.
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Non Cash gifts
Donating Non-Cash Gifts – Timing is Important.
Donating non-cash gifts like privately held stock can be tax-advantageous for you, but the donation process requires planning and a carefully laid out timeline that simple gifts of cash do not.
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