“Off the Wall” Blog
Optimize My Charitable Giving
Charitable giving can be a very fulfilling part of having wealth—you have the ability to make an impact on the causes you care about most in this world.
But you don’t just want to give blindly—to maximize the benefit for you and for the recipient, you need a strategy. This is where a Private Wealth Design comes into play—we help you see all your charitable giving options and understand why it’s worth choosing one over another.
Articles on Optimizing Charitable Giving
Feeling Charitable? Use Donor Advised Funds
Donor advised funds let investors avoid some taxes while donating to charity. Americans have always been generous to those in need, and there are great charitable organizations throughout our...