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

David Edwards

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

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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.