Charitable giving case studies for financial advisors. DAF strategies, QCDs, private foundations, and bunching techniques that maximize tax-efficient philanthropy.
Read about our donor-advised fund strategy implementation, saving a client $125,000 in taxes over five years while maximizing charitable impact.
Harrington Legacy Advisors designed a qualified charitable distribution (QCD) strategy, allowing a client to donate IRA funds tax-efficiently.
Learn how Legacy Bridge Advisors helped a client save $340,000 in taxes using a charitable IRA rollover strategy, maximizing charitable impact.