Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
1.png

Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Tax Tips for Charitable Giving – Webinar with Randy Kaufman, wealth advisor and Shannon McNulty, attorney

Randy Kaufman, wealth advisor, recently co-hosted a Webinar with Attorney Shannon McNulty on “Tax Tips for Charitable Giving.”

Randy Kaufman

Learn how to think about charitable giving as part of your tax and financial planning.

Topics include:

  • Benefit of Donor Advised Funds (DAFs)

  • Timing of charitable donations

  • Sources of funds - IRA money? Appreciated property? Why and why not.

  • Differences between DAFs and Private Foundations - When does a Private Foundation make sense?

To explore your options, contact Randy directly at RandyKaufman@HeronWealth.com or 617 460-0322.

David Edwards is president and wealth advisor with Heron Wealth, a $500 million registered investment advisor based in New York City working with 225 client families across the U.S. and around the world. Dustin Lowman contributed additional research for this column.

Randy Kaufman, Impact Investing, Good to KnowDavid EdwardsComment