Charitable Giving
Helping you give smarter.
We’re passionate about giving back to our community—and we’re more than happy to assist you in doing the same. Because helping others is always in style.
From qualified charitable distributions and donor advised funds to charitable remainder annuity trusts and charitable remainder unitrusts, we’re prepared to help you pinpoint and navigate the most effective way for you to donate.
With many beneficial strategies to choose from, we can help you save tax money and further support the philanthropic cause you love.
What are the most tax-efficient strategies for charitable giving in Wisconsin?
Tax-efficient charitable strategies can include gifting appreciated stock, establishing Donor-Advised Funds (DAFs), utilizing Charitable Remainder Trusts (CRTs), and making Qualified Charitable Distributions (QCDs) directly from traditional IRAs to qualified charities. QCDs can satisfy all or part of an IRA owner's required minimum distribution (RMD) and are generally excluded from taxable income.
How does a Donor-Advised Fund (DAF) help donors maximize their philanthropic impact?
A Donor-Advised Fund allows donors to make an immediate, tax-deductible contribution of cash or appreciated assets, invest the funds for tax-free growth, and recommend grant distributions to their chosen charities over time on a flexible schedule.