See exactly how much more your charitable dollars can accomplish — and how much less it costs you to give.
Built for executives and business owners giving $10K–$100K+ per year.
Most high-income families give inefficiently — and never realize what it's costing them. Here's what a smarter structure could mean for you.
By donating appreciated stock to a DAF instead of writing a check, you save $21,400 in taxes — directing the same dollars to charity at 17% lower cost.
A Donor Advised Fund (DAF) is a charitable investment account that lets you take an immediate tax deduction while deciding when and where to give.
Key advantage: You donate appreciated assets directly to the DAF with zero capital gains tax. You deduct the full fair market value immediately. You then advise the fund on grants to qualified charities — on your timeline, over years or decades.
For high-income earners with appreciated stock, real estate, or business interests, a DAF is one of the most powerful tax-efficient giving strategies available. No capital gains tax. Full FMV deduction. Flexibility to give strategically.
This is a simplified model. Most clients we work with uncover significantly more once we map the full picture — charitable, tax, investment, and estate — together.
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