philanthropy

Simplify Tax Season with a Donor-Advised Fund

Simplify Tax Season with a Donor-Advised Fund

Tax season often sends people searching through old emails, letters and statements to find documents for their tax professionals. Amid this administrative clutter, many look for ways to simplify their charitable reporting. For those who are philanthropically inclined, a donor-advised fund (DAF) can simplify both the giving process and the associated tax paperwork.

Opportunities for Strategic Tax and Philanthropic Planning

Opportunities for Strategic Tax and Philanthropic Planning

Mary Lago, CFP®, CTFA, discusses select charitable giving and tax planning strategies.