Charitable giving case studies for financial advisors. DAF strategies, QCDs, private foundations, and bunching techniques that maximize tax-efficient philanthropy.
See how Legacy Bridge Advisors helped a client reduce estate taxes by $1.2 million through a strategic charitable lead trust.
Harrington Legacy Advisors created a bunching strategy to significantly increase a client's charitable deduction value, providing greater tax benefits.
Learn how Legacy Bridge Advisors unlocked $500,000 in matching gifts for a nonprofit through a strategic corporate philanthropy plan.
