Have you had a good year in terms of your income?  Do you regularly donate to charity?  With a Donor Advised Fund, you can get a tax deduction for your contribution today and offset your outsized income in the current year, all while gifting to charity over time.  Contact us to find out how!

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.

Alert: There have been numerous phone outages in the building of our NY offices. If you have trouble reaching us, please email and we will get back to you as soon as possible.