Experience giving like you never have before

The Advise Us Foundation is a nonprofit organization making the processes of donor-advised and planned giving more accessible, collaborative and beneficial for charities, donors, and their advisers. Donors may donate to their donor-advised fund and make grant advisements through MyDAF.



Donors
Donors
Start Your Giving
Experience

Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.
Professionals
Professionals
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.
Charities
Charities
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.

Our goal is to perfect the giving experience with you.

To itemize or not itemize? Either way a question with great answers for charity

To itemize or not itemize? Either way a question with great answers for charity

The Tax Cuts and Jobs Act of 2017 was the first major legislative change to the tax code since 1986. While many of its’ changes left how the charitable deduction worked unchanged, the doubling of the standard deduction is predicted to reduce the percentage of taxpayers who itemize from 30% to 10% which effectively removes two-thirds of taxpayers who could have used the charitable deduction in 2017.  This reduction has made many taxpayers in 2018 to ask the question of whether to itemize or not itemize their deductions.  The good news is that there are still great taxwise ways to give to charity, either way, you answer that question. Idea to consider if you don’t itemize- gift from your IRA If you are 70 ½, you are able to make a charitable contribution, up to $100,000, to a public charity of your IRA and not incur the distribution as taxable income.  You are not able to deduct the amount as a charitable contribution (but you would not be able to anyway as you are not itemizing your deductions) nor can you contribute it to a donor advised or a private foundation.  Please know that these are just the basic details and you will need to discuss this technique with your advisor before implementing.  And good minds differon the value of this strategy.  Idea to consider if you do itemize- bunching a gift to a donor advised fund If you are going to itemize your deductions this year, and might not do so next year, then you should consider a donor advised fund(DAF).  With a DAF, you are able to claim...
Support Your Favorite Nonprofit in a Particularly Meaningful Way!

Support Your Favorite Nonprofit in a Particularly Meaningful Way!

A little planning can go a long way.  Did you know that making a planned gift will not only help ensure the health of the organizations you support long into the future, but can also provide benefits to you?

What exactly is planned giving?  And, how can you benefit from it?

In short, a planned gift is the type of gift that requires a little more thought than simply writing a check or processing a credit card.  It’s a gift, as the name implies, that you’ve planned for – you’ve given consideration about from where and how the gift will be received.

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The Tax Cuts and Jobs Act of 2017 is the legislative centerpiece of President Trump’s first year in office.  The law increases the standard deduction, likely reducing taxpayers’ motivation to itemize deductions. While experts differ, most expect this change to have a negative effect on charitable giving.  Donors who care about the mission and futures of the nonprofits they support should pay attention to what’s a fact, and what’s speculation, about the potential effects of this far-reaching act.

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

When your nonprofit organization’s CEO says “Do you take this strategic plan to have and to hold?,” can you say “I do!” with conviction? Being called upon to fund strategies that did not fully consider donors and development is justifiably every fundraiser’s nightmare. Join us May 14 for this free, 2-hour seminar.

To itemize or not itemize? Either way a question with great answers for charity

To itemize or not itemize? Either way a question with great answers for charity

The Tax Cuts and Jobs Act of 2017 was the first major legislative change to the tax code since 1986. While many of its’ changes left how the charitable deduction worked unchanged, the doubling of the standard deduction is predicted to reduce the percentage of taxpayers who itemize from 30% to 10% which effectively removes two-thirds of taxpayers who could have used the charitable deduction in 2017.  This reduction has made many taxpayers in 2018 to ask the question of whether to itemize or not itemize their deductions.  The good news is that there are still great taxwise ways to give to charity, either way, you answer that question. Idea to consider if you don’t itemize- gift from your IRA If you are 70 ½, you are able to make a charitable contribution, up to $100,000, to a public charity of your IRA and not incur the distribution as taxable income.  You are not able to deduct the amount as a charitable contribution (but you would not be able to anyway as you are not itemizing your deductions) nor can you contribute it to a donor advised or a private foundation.  Please know that these are just the basic details and you will need to discuss this technique with your advisor before implementing.  And good minds differon the value of this strategy.  Idea to consider if you do itemize- bunching a gift to a donor advised fund If you are going to itemize your deductions this year, and might not do so next year, then you should consider a donor advised fund(DAF).  With a DAF, you are able to claim...
Support Your Favorite Nonprofit in a Particularly Meaningful Way!

Support Your Favorite Nonprofit in a Particularly Meaningful Way!

A little planning can go a long way.  Did you know that making a planned gift will not only help ensure the health of the organizations you support long into the future, but can also provide benefits to you?

What exactly is planned giving?  And, how can you benefit from it?

In short, a planned gift is the type of gift that requires a little more thought than simply writing a check or processing a credit card.  It’s a gift, as the name implies, that you’ve planned for – you’ve given consideration about from where and how the gift will be received.