News and Commentary

I recently had the opportunity to lead a virtual education session with Geordy Wells and Bridget Ciaramitaro at Thrive Nonprofit Consulting and their partners on "Strategic Giving for Maximum Impact". We explored how thoughtful planning can enhance charitable giving outcomes for both donors and the organizations they support. Key topics included: • Donor-Advised Funds (DAFs) as a flexible, tax-advantaged giving vehicle • Qualified Charitable Distributions (QCDs) as a strategy for individuals over 70½ • The potential benefits of donating appreciated assets as part of a broader tax-aware giving strategy These tools, when used as part of a comprehensive financial plan and based on individual circumstances, can help align charitable giving with broader financial goals. Grateful to collaborate with a group so committed to helping nonprofits and donors make a meaningful difference. If you are thinking about how to give more intentionally or want to explore these strategies further, I would be happy to connect. Janney Montgomery Scott LLC does not provide tax or legal advice. Please consult with your tax or legal advisor regarding your individual situation. #StrategicGiving #Philanthropy #Nonprofits #DAFs #QCDs #FinancialPlanning #FinancialAdvisor #GivingBack #JanneyMontgomeryScott

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️. Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.