Fee-only advisors for DAFs, CRTs, QCDs, and strategic charitable planning.
Charitable planning has moved far beyond checkbook giving. Donor-Advised Funds (DAFs), Charitable Remainder Trusts (CRTs), Qualified Charitable Distributions (QCDs), private foundations, and charitable gift annuities each have distinct tax treatment and control tradeoffs. Bunching strategies post-TCJA matter enormously for donors near the standard-
Situations we handle
- DAF vs private foundation — at what asset level does each make sense?
- Charitable Remainder Trust — do the math on income vs legacy tradeoffs
- Qualified Charitable Distributions from my IRA — how do I do this right?
- Gifting appreciated stock vs cash — what's the tax difference?
- Bunching deductions every 3-5 years — is this right for us?
- I want to set up a family charitable legacy — how do we structure for my kids?
Why a specialist. Charitable planning sits at the intersection of tax, estate, investment, and family-governance decisions. A general advisor might suggest 'write a check' where a specialist sees $50K of tax savings and a 20-year family engagement structure. CRT vs DAF vs foundation is a $100K+ decision for most HNW donors.
Tools & guides
DAF vs Private Foundation Cost Calculator
Compare total cost of DAF vs private foundation at your giving level, accounting for admin, investment fees, and tax differences.
Charitable Planning Complete Guide
Detailed framework — rules, tradeoffs, and common mistakes.
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Fee-only advisor with no commission conflict. Free match.