Donor-Advised Funds

Donor-Advised Funds

A donor-advised account resembles a personally named charitable bank account, affording you efficient and superior tax treatment - greater than that offered by private foundations and other financial planning tools. Learn about Donor-Advised Funds here.

Donor Stories

Donor Stories

Privately-Held Stock

A gift to my private foundation would have restricted the deduction value to the cost basis of the shares-a terrible loss of value for this highly-appreciated stock. Thank goodness that wasn't the only option! (...)