charitable

To make a gift of appreciated securities, please contact Jeff Mallory (This email address is being protected from spambots. You need JavaScript enabled to view it.).

Why does giving securities often make more sense than giving cash?

If you own securities, such as

An individual age 70½ or older with an Individual Retirement Account (IRA) may contribute up to $100,000 total annual from that account to a qualified nonprofit ministry, like A3. Why might this be beneficial to the individual? Starting at 70½, individuals must begin taking distributions from their

What Is a Donor-Advised Fund?

A Donor-Advised Fund (DAF) is a convenient and flexible way to manage your charitable giving. It's like a charitable investment account, where you contribute assets—such as cash, stock, or other non-cash gifts—and receive an immediate tax deduction. You can then