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Insights: Tax-Efficient Philanthropy
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Recent posts
Adem Tumerkan • Recent
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 • Recent
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 • Recent
Donor Advised Funds: Tax-Smart Giving and Client Growth
Learn how donor advised funds can help financial advisors support tax-smart charitable giving, deepen client relationships, retain assets, and build legacy planning conversations.
Planning Strategies