Publications

Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified Charitable Distributions can help people save on taxes and support the charities they care about through the creation of a donor-advised or designated fund.

The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a window to bunch gifts and maximize deductions before 2026 limits change the math. Here’s what advisors need to watch—higher standard deductions, a coming non-itemizer write-off, and how the Community Foundation...