Charitable giving is about more than generosity—it’s about making your contributions as impactful as possible. If you’re looking for a way to enhance the efficiency and flexibility of your donations while amplifying your support for the causes you care about, bunching charitable donations may be the strategy you need.
Our latest whitepaper, “Optimize Your Philanthropy: Bunching Charitable Donations with Donor-Advised Funds,” examines how donation bunching works, why DAFs are an ideal tool, and who stands to benefit most.
Inside, you’ll discover:
▪︎ How bunching can help you surpass the standard deduction threshold, leading to greater tax savings.
▪︎ The advantages of DAFs as a flexible and efficient vehicle for managing charitable contributions.
▪︎ Who should consider bunching based on income levels, tax thresholds, and financial goals.
NOTICE: This explanation is provided for informational purposes only and is not to be construed as or considered to be legal or tax advice. You should always consult your tax advisor with any and all questions regarding any all tax and tax related matters, including any questions that you may have concerning tax strategies described generally above.