Tax-smart Giving

Experiencing a sizable investment gain this year? Establishing a donor-advised fund (DAF) enables you to make an immediate, tax-deductible gift to a sponsoring charity and then recommend grants to qualified organizations over time. This method is a flexible and popular choice for tax-smart giving.

A DAF, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Biblioteca Publica and other qualified charities.

You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

Talk with your estate planner to start this personal legacy of giving.