#donoradvisedfunds

This article offers detailed guidance on charitable planning for financial advisors working with clients interested in making philanthropic contributions. It highlights the importance of understanding various charitable giving vehicles and their specific procedures to meet clients' expectations effectively. Key topics include verifying charity information, providing detailed gift guidance, managing qualified charitable distributions, and navigating donor-advised funds and charitable remainder trusts. The article emphasizes the need for advisors to work closely with clients to develop structured giving plans that align with their philanthropic goals and potential tax benefits

Woe is us! Having a complicated discussion about #donoradvisedfunds at the Advancement Northwest Forum 2018. Tax implications of giving gets me up in the morning. What about you? #philanthropy #fundraising #fundraiser #grrr #thanksnothankstrump (at Washington State Convention Center)

It’s the season of giving. Give wisely. See my article just published.