• Optimizing tax strategy and charitable giving with a donor advised fund

    When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances.

  • Discover the emotional and fiscal benefits of philanthropy

    Learn strategies for year-end gifts that can help reduce taxes come filing time.

  • Making a charitable gift? Consider a QCD

    Making a charitable donation is a commendable act and a great way to carry out your legacy, supporting a cause that is near and dear to you. If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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