Tag: donor-advised funds
5 Ways to Integrate Education Into Your Charitable Giving & Legacy Planning
Posted on June 30, 2025

Education remains one of the most powerful forces for transforming lives and strengthening communities. When you integrate educational giving into your charitable planning and estate strategy, you create lasting impact that extends far beyond your lifetime while potentially securing valuable tax benefits for your estate. Whether you are passionate about early childhood development, higher education access, or professional training programs, there are sophisticated strategies that can maximize both your philanthropic impact and financial planning objectives. Strategic educational giving requires careful consideration of timing, tax implications, and the structure of your […]
How to Use Donor-Advised Funds for Charitable Giving
Posted on April 4, 2024

Charitable giving is not just an act of generosity; it is a pivotal component of strategic estate planning. While there are many different types of charitable giving strategies, donor-advised funds (DAFs) can be an especially effective vehicle for philanthropy, offering a blend of flexibility, convenience, and tax benefits. Understanding how to leverage DAFs can significantly enhance your charitable contributions and play a crucial role in your estate plan. An experienced attorney can provide guidance on the use of these tools and other strategies that can help you manage your assets, […]