Trumping Your Charitable Giving

Just in case some of the President-elect’s plans to reduce charitable deductions actually come to fruition, advisors are rushing their clients into up-fronting charitable giving in 2016.  People in higher income brackets who plan to make charitable donations in future years should consider bunching, or front-loading, their donations for the next several years by making larger gifts before Dec. 31.  Now is an ideal opportunity for Donor Advised Fund holders to engage in tax-wise giving.  Call us at 614-338-2365 for details on transferring stock or to set up a Donor Advised Fund at the Columbus Jewish Foundation.

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