With the use of mutual funds, there are minimal fees and expenses. Some accounts will accept appreciated securities as donations and you can escape paying the capital gains you would pay if you sold the security and then gave the money to charity. When you’re ready to make donations to charities, you give directions to the Donor Advised Fund to send out checks to your choice charities and the accounting is also done for you. Franklin Templeton Investments is one fund group that has made arrangements to help you set up your personal Donor Advised Fund. According to long-time financial Advisor Louise Googins, “It's a handy tool and a great way to increase your 2013 tax deductions assuming you have true charitable intent. I don’t know why more people aren’t using it.”
To learn more about Donor Advised Funds or other great tax deduction ideas, contact Googins and Anton -- an independent investment management company in the Greater Madison Wisconsin / Middleton area with over 50 years of combined financial advice, planning and wealth management experience.
Googins and Anton is an independent investment management company in the Greater Madison Wisconsin / Middleton area with over 50 years of combined financial advice, planning and wealth management experience. We work with doctors, attorneys, professors, CPAs, business owners, teachers, managers, retirerees, organizations, (to name a few) - in the greater Madison, Wisconsin area for more than 30 years. We have many clients who live in other states and many happily retired clients.
We've built our reputation on genuine care and concern for the success of EACH client. We’re small on purpose: it allows us to manage clients’ portfolios one investor at a time, and we’re not affiliated with banks or insurance companies; we’re independent which means your goals and agenda are our only concern.
Comfortable retirements, second homes, assets to use for children’s college educations and weddings - are the goals we help our clients achieve every day.
Whether your assets are in cash, stocks and bonds, collateralized securities, mutual funds, reits, fixed or equity-index annuities, variable annuities, life insurance, government bonds, certificates of deposit, or real estate, we’ll work together to manage your portfolio to achieve individual aspirations.
Email or Call us for a complimentary discussion: (608) 836-3229
Googins and Anton is an investment management company with over 50 years of combined financial advice and wealth management experience in the greater Madison, Wisconsin area