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Are you serious about giving back to your community? Listen up. Philanthropic giving is a huge part of the PLR culture and it plays a huge role because we’re able to help our clients through various types of giving. For example, client of mine is a high income earner at the end of the year, did not anticipate getting this large amount of income at the end of the year and he’s very charitable.

So we said, Hey, you can get involved in a donor-advised fund with your advisor and you can get a deduction for that donation to the donor-advised fund. And then in the donor-advised fund, you recommend which charities you wanna give those funds to. So everybody wins in the end.

If you’re interested in learning more about a donor-advised fund, give us a call.