Tax Strategy

Tax-efficient strategies to amplify your philanthropy.

How The Big Beautiful Bill Will Reshape Charitable Giving and Donor-Advised Fund Strategy

July 4, 2025

Stay informed on the One Big Beautiful Bill Act’s updates to charitable giving rules. Learn practical ways to adjust your strategy and get the most from your philanthropy.

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Giving Structure Optimization

Explore tax-efficient ways to structure charitable giving.

Donor-Advised Funds: Maximum Flexibility

Learn how Donor Advised Funds are flexible, cost-effective tools for philanthropy.

Donor-Advised Funds vs Foundations

Compare the differences between by Donor-Advised funds and foundations.

Comparing Donor-Advised funds

Evaluate key features of Donor-Advised Fund providers to find the best fit for your giving.

Event Driven Strategies

Efficiently turn major financial events into giving opportunities.

Selling a Business

Leverage business sale proceeds for strategic, tax-advantaged giving.

Navigating Unrelated Business Income

Understand UBIT rules to protect and maximize charitable resources.

Offsetting Roth IRA Conversion Taxes

Reduce tax liability from IRA conversions through charitable strategies.

Asset Specific Strategies

Maximize giving opportunities with complex asset donations.

Donating Crypto-Currency

Donating Cryptocurrency

Transform appreciated crypto into powerful, tax-efficient charitable gifts.

Donating Real Estate

Unlock property value for philanthropy while minimizing capital gains tax.

Donating Private Business Interests

Contribute ownership stakes to charity for strategic tax and impact benefits.

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