Charitable Giving

Most of our clients have a keen interest in charitable giving and community service.
We are committed to donate a portion of all the fees we collect to various charities.

Donor-Advised Funds

A donor-advised fund is a vehicle through which you are able to deposit your donations throughout the year and get a tax deduction in the year of each deposit. Your deposits can meanwhile grow in the fund until you are ready to make a contribution to the charities of your choice. You can also donate stocks from your standard portfolio to the fund without having to realize capital gains while getting the full benefit of the donation at market value. You may choose to remain anonymous or credit the name of your choice (ie. The Ahmed Family Charitable Fund).

You may have read about the benefits of donor-advised funds in the Wall Street Journal or New York Times. The following documents offer further explanation and details of our donor-advised fund program: