A donor-advised fund lets you put several years of giving into one high-income year for a big deduction, then send the money to charities whenever you like.
See how it works through one simple example.
You contribute a lump sum and deduct it this year, when your tax rate is high.
The money sits in the fund and you grant it to charities over time.
Funding it with appreciated stock skips the gains tax too.
Educational guidance, not tax advice. We confirm every figure and your eligibility before you act.
Connect your account and we size the deduction and the best assets to give.
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The honest version.
Concentrating several years into one can push you over the standard deduction so itemizing pays off.
Yes, you recommend grants over time.
Appreciated stock is often best, to skip the gains tax.
Connect an account or upload last year's return. No card to get your number.
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