10/06/2026
As we approach the end of the year, we shift our clients focus toward charitable gifting. The benefits are always two-fold. First is giving to organizations that provide good for our communities and those in need. Second is the possible tax benefits. While there are many ways to complete charitable giving, some of our clients utilize Donor Advised Funds, particularly to gift appreciated securities. What charities to do enjoy supporting?
For informational purposes only. This is not intended as investment, legal, tax, or estate planning advice. Please consult your legal and tax advisors regarding your specific circumstances. For important information about Janney and your best interests, see www.janney.com/crs.