A donor-advised fund lets you take the deduction now, decide the gifts later, and involve your family in giving for years.
For families who give regularly, a donor-advised fund is often the simplest way to make generosity more intentional and more tax-aware.
Separate the deduction from the decision
Contribute in a high-income year for the deduction, then grant to charities over time — on your schedule, not the calendar's.
Give appreciated assets
Donating assets that have grown avoids the capital gain and increases what the charity receives — a rare true win-win.
Build a family tradition
Naming children as advisors turns giving into a shared practice that outlives the fund's founder.
This article is for educational purposes only and is not tax, legal or investment advice. Speak with a licensed professional about your own situation.
