Examining Donor-Advised Funds

Making it Easy to Make a Difference    Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs).    DAFs date from the 1930s but did not become popular...

Real Estate: A Form of Charitable Giving

In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would otherwise like to support. Nonprofits are, therefore, increasingly encouraging donors to make gifts of non-liquid assets, including real estate....

Thinking About Donating Your Stock to Charity?

Doing so is a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to...

What Is Direct Indexing?

If you’re searching for an investment option that lets you strategically pay less in taxes while maintaining your equity market participation, consider direct indexing.   Research suggests that there’s a good chance your current advisor does not offer direct indexing....