“From a tax perspective, knowing and using the proper tools and being able to educate clients to make the most informed gifts can make it an incredibly impactful and effective for them as well as maximizing their donations,” Evans said.
https://t.co/TpvuOn5wLL
It’s easier to take than to give. It’s nobler to give than to take. The thrill of taking lasts a day. The thrill of giving lasts a lifetime.
- Joan Marques
@ScottFergusonAL@jeremywalter Great idea, using donor advised funds creatively can save on taxes as well as provide gifts to charities that need the funds.
Navigating private foundation tax rules can be challenging, but there are solutions. @CreweFoundation CEO Don Evans shares how using a private foundation and a donor-advised fund can help to maximize deductions with @jeffslife@FAmagazine: https://t.co/A2jlnjYjb8
When you make a contribution to your Crewe Foundation DAF it is considered a completed gift to charity. Some consider donating to a DAF equivalent to creating an estate tax deduction because you reduce the taxable amount of your estate by the amount contributed.
What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead. - Nelson Mandela
We help to simplify the process of donating complex assets like business interests, private stock and real estate. We make the process quick and easy, reducing of paperwork, increasing communications and maximizing deductions. Learn more at https://t.co/dpPrdeJ5Xw
Passing your charitable values on to younger generations through giving with your donor-advised fund can help maximize charitable impact and extend your family's charitable legacy.
You can recommend grants to any IRS recognized public charity from your donor-advised fund. They are generally classified as 501(c)3 organizations. You can even give to foreign charitable organization when the IRS guidelines are followed. #donate#philanthropy#donoradvisedfund
With Crewe Foundation, you can donate a variety of asset types to your #donoradvisedfund such as:
Publicly traded securities
Real Estate
Cash
Private stock
Cryptocurrencies
Other complex assets
#philanthropy#give#donate