Fund Advisor Login

Year-end planning season is approaching, making now an ideal time to revisit charitable strategies with clients. From bunching contributions through a donor-advised fund to gifts of appreciated securities and Qualified Charitable Distributions, proactive planning can help clients maximize tax benefits while supporting their philanthropic goals.

Year-end giving may feel far away, but now is the time to review your 2026 charitable plans. With changes to charitable deduction rules, strategies like “bunching” may help maximize tax benefits while maintaining consistent support for the causes you care about. Learn how a donor-advised fund can make this approach even more flexible.