As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines. ...
READ MOREAn invitation to the Bunch Club
by Trey Pittenger | Jul 10, 2018 | Financial Planning, P&A Articles, Tax planning
“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction. Now with the passing of the Tax Cuts and Jobs Act...
READ MOREDonor-advised funds increase charitable impact
by Trey Pittenger | Nov 8, 2016 | Charitable Giving, P&A Articles
Donor-advised funds (DAFs) are a great way to increase your charitable giving impact. Traditionally, a donor contributes highly appreciated...
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