Resources for Individuals & Families

Tax-Wise Savings for Business Owners

Although it may not be the primary motivation, making a charitable donation wisely can provide substantial financial benefit. We know that donors have short-term and long-term financial goals they hope to achieve, and if those goals can be coupled with charitable work, it’s a winning scenario for everyone.

If you’re a business owner, donating a portion of your business interest to a Donor Advised Fund may allow you to reduce capital gains, receive a tax deduction, reduce taxable income moving forward, and increase your charitable impact.

Donor Advised Funds can help you maintain control of your assets and determine what resources you’d like to allot for donation. Having this flexibility increases your freedom to donate more, receive financial benefit today, and increase your resources in the future.

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