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When to Use a Donor-Advised Fund for Charitable Giving

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.”

If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF).

A donor-advised fund (DAF) is a tool to which you make an irrevocable, tax-deductible contribution, which is then donated to some of your favorite charities. You work with a sponsor (a 501(c)(3) non-profit), which manages the account.

This worksheet will help you figure out whether a DAF can play a role in your giving strategies and offers tips to keep in mind when using a DAF.

Download the worksheet to get started.

Tools for the Charitably Minded: Donor-Advised Funds and Charitable Remainder Trusts

Monthly Newsletters

Tools for the Charitably Minded: Donor-Advised Funds and Charitable Remainder Trusts

Each person’s relationship with charitable giving has an origin story. Maybe it was when your grandmother would cook dinner for people in your community who were less fortunate. Or you were required by parental contract to give up a certain percentage of your allowance to the church collection basket.

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Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

Market Commentary

Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

 U.S. GDP grew at an annualized pace of just 2% last quarter, a marked slowdown from last quarter’s 6.7% (Figure 1). Contracted auto production sliced around 2% off growth, and concerns over the Delta variant slowed demand and the return of workers to the labor force. Third quarter growth disappointed many. Final estimates were for 2.8%, and those had been much higher earlier in the quarter.

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Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

Blog

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

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Breaking Down the Basics of ISOs

Blog

Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

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Q4: Quarterly Market Outlook

Videos

Q4: Quarterly Market Outlook

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, to learn more about the upcoming quarter.

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Market Commentary: Amid Strong Start to Earnings Season, 30% of S&P 500 Will Report This Week

Market Commentary

Market Commentary: Amid Strong Start to Earnings Season, 30% of S&P 500 Will Report This Week

Thirty percent of the S&P 500 will report third quarter earnings this week. Based on earnings already in and analyst expectations, earnings are expected to grow 32.7% compared to last year as corporations continue to bounce back from a COVID-led earnings decline.

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Quarterly Market Outlook Highlights: Q4 2021

Videos

Quarterly Market Outlook Highlights: Q4 2021

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Market Commentary: 4.3 Million Quit Their Jobs in August; Rise in Retail Sales Beats Expectations

Market Commentary

Market Commentary: 4.3 Million Quit Their Jobs in August; Rise in Retail Sales Beats Expectations

Three economic data points released last week indicated the economy continues to rebound despite lingering challenges from the Delta variant. Job openings, which lag other measures by one month, fell to 10.4 million. Declines in demand for leisure and hospitality jobs pulled the openings back from July’s all-time high. Workers are showing increased confidence as a record 4 million people quit their jobs.

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As Gaming Industry Levels Up, So Does Its Value to Investors

Blog

As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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