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

Girl Scouts 2020

WISE hosted "Cookie University" attended by scouts ages 13 to 16.  The focus was financial literacy - setting life goals, budgeting and the fundamentals of investing.  WISE also hosted “Cookie Plan” for the younger scouts - ages 5 on up!  More than 300 scouts passed through our room.  What a great day!