Q2 market letter is out — what we changed in client portfolios, and what we deliberately did not.

Giving and philanthropy

Donor-advised funds, stock gifts and multi-year pledges.

Donor-advised funds, appreciated stock gifts and multi-year pledges structured so the deduction lands in the year it is worth most. Giving planned as part of the portfolio rather than as an afterthought each December.

What this covers

  • Donor-advised fund setup and funding
  • Appreciated securities gifting
  • Bunching strategy across tax years
  • Multi-year pledge planning
  • Qualified charitable distributions
  • Family giving policy statement

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