- Tax Planning
- Charitable GivingInvestment Growth: One of the appealing aspects of a DAFs is their capacity to grow through investment. Once the funds are contributed, they can be strategically invested. You may see potential appreciation on these investments amplifying the impact of your charitable giving.
- Tax DeductionsUnlocking Charitable Impact– A Brief Overview to Donor Advised Funds and Tax Deductions | Chaney Capital Management, We help our clients navigate financial milestones at every stage of life.
- Capital Gains TaxesContribution of appreciated stock: By donating stock that has appreciated in value, you can sidestep capital gains tax that would have been incurred if you sold it. This allows you to avoid the burden while creating a tax deduction in the year you contribute. Once contributed to the DAF the stock can be sold a diversified into other investments.
- Investment Management
- Wealth Management
- Financial Planning
- Asset ManagementThe results from the questionnaire may be used to suggest an asset allocation. As your financial circumstances or goals change, it may be helpful to complete the questionnaire again and to reallocate the investments in your portfolio.
- College FundingThe tailored Financial Plans that we create, and constantly update for our clients sets us apart from other firms. We will work with you to create a Financial Plan that accounts for all areas of your life: buying a home, retirement, college funding, etc., and update it based on your evolving financial circumstances. It is a living document that grows and changes just like your circumstances do. By planning early and often, we can help you live the life you choose.