Charitable Giving
Setting up a donor-advised fund is simpler than most donors expect. The account can be opened in days. The strategic decisions around timing, asset type, and contribution size are where the real planning work happens – and where most of the tax value either gets captured or missed. Bouchey Financial Group integrates DAF planning into…
The choice between a donor-advised fund and a private foundation is rarely as simple as picking the cheaper option. Both are legitimate charitable giving vehicles. They serve different donors with different philanthropic goals, and the right answer depends on how much control you want, how much administrative complexity you’re willing to manage, and what you’re…
A donor-advised fund lets you contribute assets to a sponsoring organization, claim a tax deduction immediately, and recommend grants to qualified charities over time – on your schedule, not the IRS’s. The tax advantages are meaningful. The rules governing them changed significantly in 2026, and most articles haven’t caught up. Bouchey Financial Group integrates donor-advised…
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…
Bouchey Financial Group is a proud partner of Ronald McDonald House Charities of the Capital Region. We recently helped sponsor the 40 Years of Love Gala to celebrate the mission and impact RMHC has had in our area. Through this organization’s efforts more than 20,000 families have been helped. Our ongoing partnership is one of…
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If you are charitably inclined or already making charitable donations to support non-profits, a qualified charitable distribution (QCD) might make sense for you. A QCD is a distribution from an IRA paid directly to a qualified…