Tag: Charitable Gift Funds

As we near the end of the year, it’s time to wrap up year-end charitable giving. To ensure that your gift donations are processed by year-end, please follow the deadline guidelines below for Schwab and Fidelity brokerage accounts. Schwab Deadlines Type of gift/contribution Deadline requirement for 2024 tax deduction Mutual fund Schwab must receive letter [...]

If you’re reading this article, it’s likely you are charitably inclined, value giving back to the community, and attend fund-raising events for the causes most important to you. Now picture this… you are sitting at a table for your favorite annual gala – the time has come to fill out your donation form and write [...]

The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]

A Donor Advised Fund (DAF) is a great way to manage donations to your favorite causes while optimizing your tax advantages. With a DAF, you can take a current tax deduction as you pre-fund your future gifts to charities.  Also known as a “Charitable Gift Fund,” the account is managed by a public charity, but [...]

October 20, 2020 I know I’m one of the lucky ones.  Coldstream has weathered the COVID-19 storm well.  Others have not been as fortunate.  With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting.  And so are charitable organizations whose mission it is to help.  Giving back now is [...]