Tax Strategies
Tips to help you save on taxes & give more to causes care about.
Tax Strategies
SpaceX Employees: 3 Financial Questions to Ask Before You Sell
Whether you work at SpaceX or at any company that has recently gone public, here are 3 things worth thinking through before you sell a single share.
Tax Strategies
4 Big Reasons Why Financial Advisors Keep Recommending Donor-Advised Funds
The tax strategies financial advisors use, and how a DAF makes them work for you.
DAFs Explained, Tax Strategies
How to Donate Cryptocurrency to Charity (Tax Benefits Explained)
Donating crypto is one of the most tax-efficient ways to give. Here's how to avoid capital gains, maximize your deduction, and give back.
Giving, Tax Strategies, DAFs Explained
Donor-Advised Funds vs. Private Foundations: Whatās Best For You
Private foundations cost an average of $15,000 to set up and require ongoing legal, accounting, and staff costs. Here's why most HNW donors choose a DAF instead.
Tax Strategies, Giving
Your Charitable Deductions Tax Guide (2025 & 2026)
Maximize your tax savings and charitable impact in 2025 and 2026 by understanding the latest IRS charitable contribution limits, donation rules, tax strategies, and more.
Tax Strategies
The One Big Beautiful Bill Act (OBBBA) is Telling Donors One Thing: Get a Donor-Advised Fund
Learn how 2026 tax changes impact deductions and how DAFs can help you save on taxes.
What's New on Daffy, Tax Strategies
Got Mutual Funds? Hereās How to Boost Your Giving & Save on Taxes
We now accept mutual fund contributions on Daffy, so that you have more ways to maximize your giving.
Tax Strategies
If You Give to Charity, āBunchingā Could Save You Thousands
By using a donor-advised fund and a simple tax strategy called ābunching,ā taxpayers who donāt normally qualify for itemized deductions can access the charitable deduction.
Tax Strategies
Why You Should Always Donate Stock Instead Of Cash
Long-term investors who donate appreciated stock instead of cash can save on capital gains taxes while maximizing the benefits of giving back.
Tax Strategies
How to Claim Charitable Contributions on Your Tax Return
Find out which IRS forms you need in order to itemize your charitable contributions on your taxes every year.
Tax Strategies
Nervous About Crypto Taxes? Donate Your Profitable Holdings Instead
Donating appreciated crypto to charity can result in tax savings for you and more money for charities.
Tax Strategies
Want to Save on Taxes? Thereās a Better Way to Rebalance Your Portfolio
Long-term investors who engage in charitable giving can save on capital gains taxes by donating shares when they need to rebalance their portfolio.
Tax Strategies
Donating Regularly to Charity But Not Itemizing? A Tax-Smart Giving Strategy You Should Know
This tax-smart strategy helps you deduct your charitable contributions even with a higher standard deduction.
What's New on Daffy, Tax Strategies
You Can Now Add Your Financial Advisor to Your Donor-Advised Fund on Daffy
Daffy members can now add their financial advisors to their Daffy fund, making it easier for advisors to help you strategically manage your fund as well as tactically take actions on your behalf.
Tax Strategies
4 Tax Mistakes to Avoid When Making Charitable Donations
Instead of leaving money on the table at tax time, learn how to skip these common tax mistakes and lower your tax bill.