Blog | Dunham

dunham donor advised fund 9/19/2023

The Dunham Donor Advised Fund: A Strategic Approach to Addressing Client Taxes and Enhancing Client Relationships

Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr...

Roth Conversion 9/5/2023

How to Make a Roth Conversion Nearly Tax-Free with a Donor-Advised Fund

If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o...