Closing Out 2025 with My Second-Favorite Planning Strategy: Donor-Advised Funds
Close out 2025 with a tax-smart giving strategy. Learn how donor-advised funds (DAFs) can help you minimize taxes, maximize charitable impact, and align generosity with your broader financial plan. At GW Financial, Inc., we help families navigate college costs, retirement planning, and charitable giving with clarity and confidence.
Transferring Wealth: Charitable Giving Vehicles
Charitable giving is an excellent way to support causes that you care about and make a meaningful impact in the world. Whether you want to donate money, assets, or time, there are many charitable giving strategies available that provide both tax benefits and flexibility in your retirement planning.