Why give stock instead of cash?

When you donate appreciated stock you have held over a year, you generally deduct its full market value and avoid the capital-gains tax you would have owed on a sale. The charity receives the full amount. It is usually the single most efficient way to give.

What is a donor-advised fund?

It is a charitable account you fund now, taking the deduction now, and grant from over time. It is especially useful for bunching several years of giving into one high-income year while still supporting your causes on your own schedule.

Can I give from my IRA?

If you are over the qualifying age, a qualified charitable distribution lets you give directly from your IRA, satisfying required withdrawals without adding to your taxable income. We help you size and time these.

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Give more to what matters, and less to taxes

If you are already giving, a little planning can make each dollar go further, for the cause and for your tax return. We help you give in the ways that do the most good on both sides.

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Why this matters

Writing a check is the least efficient way to give. Donating appreciated stock, bunching several years of gifts, using a donor-advised fund, or giving directly from an IRA can increase your deduction and erase capital gains, often letting you give more at the same out-of-pocket cost.

We build giving into your overall plan so it lines up with your tax picture and your estate goals, rather than happening in isolation each December.

The work

What we do

Give appreciated stock instead of cash to skip the capital-gains tax and deduct full value.
Use a donor-advised fund to bunch deductions into high-income years while granting over time.
Plan qualified charitable distributions from IRAs for those over the required age.
Time larger gifts to the years they offset the most tax: a sale, a bonus, a Roth conversion.
Coordinate legacy gifts with your estate plan and your attorney.

Who this is for

This is for charitably inclined families and business owners, especially those with appreciated stock, a high-income year, or a legacy they want to formalize.