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Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.
Please get in touch with one of our philanthropic advisors for assistance.
Many financial advisors remember when clients who inherited an IRA could stretch required withdrawals over their lifetimes, minimizing the annual income tax burden. That option changed
Why ‘Bunching’ with Donor Advised Funds Still Wins in the Post-OBBBA Tax Landscape – and the Time to Give is Now
Advisors play a key role in helping clients turn financial success into lasting impact through charitable giving. With tax law changes in recent years, advisors play an even more important role in helping clients maximize their tax savings through charitable gifts.
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