Learn about the advantages of a Donor Advised Fund (DAF) for your charitable gifts

Key points:

  • If you don’t have enough deductions to itemize on your tax return, you can bunch smaller annual charitable contributions into a single year’s tax return by making a single larger gift to a DAF and possibly benefit from itemizing

  • Donating appreciated assets like stocks to a charity may help you avoid capital gains taxes but may be cumbersome if the charity isn’t set up to accept non-cash donations or your gift amount is small, so DAFs provide a convenient alternative

What Is a Donor-Advised Fund? Pros, Cons & Taxes - NerdWallet

Girls Inc.

WISE was honored to one of 3 recipients of the Volunteer Appreciation Award by Girls Inc. The award was presented at a beautiful luncheon at the Disneyland Resort which Darlene March and Jan Walsh attended. WISE has been supporting and sponsoring many various activities and workshops for Girls Inc. since 2014. WISE is grateful to be a partner with Girls Inc. assisting girls of all ages to be Strong, Smart, and Bold.