Tax Time Tips: Advisors Should Remind Accountants That They Can Establish DAF Accounts for Clients
Submitted by American Endowment Foundation on February 27th, 2023By Ken Nopar, VP-Senior Philanthropic Advisor
Clients are now meeting with their accountants to review the past year and look ahead. Charitable giving has become much more prevalent in these annual conversations as a result of recent tax law changes. Additionally, in the past year, some HNW clients altered their usual giving or gave more in response to the COVID pandemic.
