donor advised fund

Donor Advised Funds vs. Family Foundations: Making the Right Choice for Your Charitable Giving Strategy

Donor Advised Funds vs. Family Foundations: Making the Right Choice for Your Charitable Giving Strategy

With upcoming changes to tax policy in 2026 that may limit your charitable deductions combined with the SALT cap increase to $40,000, this year presents a unique opportunity to maximize your charitable impact while optimizing tax benefits. Here’s a look at two common vehicles that are used to make larger gifts.