For more information, please download our whitepaper.
Donor-Advised Funds: Giving with a Tax Advantage
ABOUT THE AUTHOR(S):
PBMares, LLP
This content is authored by PBMares, LLP.
PBMares, LLPThis content is authored by PBMares, LLP.
SHARE THIS POST:
Related Posts
Webinar: Charitable Planning and Tax Strategies for 2022
Register for the Charitable Planning and Tax Strategies webinar and learn how smart donors maximize their impact while minimizing their tax burden.
Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
How to Make Smart Investing and Tax Decisions at the Same Time
Most of us have a goal of retiring someday, so doesn’t it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
