Hassle-Free Philanthropy

One nice feature of the increasingly popular charitable vehicle called the donor-advised fund (DAF) is the ease with which it can be established and managed. An equally important attraction is the ability to accelerate charitable deductions into the year in which any gifts are made to the DAF, even though donors can defer any actual … Continued

To Give or Not to Give is Only Part of the Question

We are humbled by the philanthropic nature of our clients and community. In 2012, (the most recent year statistics are available), charitable contributions from American individuals, corporations and foundations increased for a third straight year, reaching $316.23 billion in total giving.  Of the top 50 philanthropists of 2012, 20 of them live in California with … Continued