daf Archives - Fairlight Advisors LLC

A Better Way of Giving

March 22, 2020

As published in Investment NewsEasy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk aboutMarch 22, 2020 By Mark Schoeff Jr Fortune 500 executive client of Dan Rinzema’s had a lot of appreciated stock on his hands and felt charitably inclined. So Mr. Rinzema, chief client officer at Greenleaf Trust, turned to a Read More

Do You Have A Charitable Giving Strategy?

November 13, 2019

Are you someone who gives regularly to charitable causes but are flummoxed by the changes in personal financial planning in the past couple of years? Or, are you someone who gives regularly but wondering how to have a greater impact on one or more organizations you support? One of the biggest impacts to charitable giving in the past few years was the Tax Cuts and Jobs Act (TCJA) passed in Read More

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A Better Way of Giving

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