charitable giving Archives - Three Oaks Wealth

Tax Smart Charitable Giving : A Year End Guide for 2025

December 5, 2025

Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
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Donor Advised Funds: A Flexible Tool for a New Generation of Giving

October 28, 2024

Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a giving plan to develop and change over time, while the…
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Top Strategies for Tax-Efficient Charitable Giving | Ep 58

January 6, 2021

The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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