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Insights: Tax-Efficient Philanthropy
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Adem Tumerkan • Oct 12, 2026
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Planning StrategiesTrust & Estate PlanningDunham TrustTax-Efficient Philanthropy
Adem Tumerkan • Jun 25, 2026
OBBBA and Charitable Giving: How the New Tax Rules Reduce Deductions
Beginning in 2026, OBBBA changes how charitable deductions work for high earners. Learn how the new rules affect giving—and planning strategies to consider
Tax Strategies
Adem Tumerkan • Oct 16, 2026
Donor Advised Funds: Tax-Smart Giving and Client Growth
Learn how donor-advised funds work, their tax benefits and limits, and how advisors can support clients’ charitable giving and legacy planning.
Planning Strategies
All Posts
Adem Tumerkan • Oct 5, 2026
How Financial Advisors Use DAF Bunching to Offset the Charitable Giving Floor
Learn how bunching multi-year charitable contributions into a donor-advised fund eliminates annual AGI haircut losses and bypasses capital gains taxes.
Tax Strategies
Adem Tumerkan • Oct 13, 2026
Exit Ramp Strategy for Highly Appreciated Stock Using a Charitable Remainder Trust
Help clients diversify appreciated stock with Dunham’s CRT Exit Ramp Strategy. Explore tax deferral, income payments, and additional CRUT contributions.
Tax Strategies