Be WELLthy Blog

With only weeks left in 2023, our team put together a year-end tax planning checklist to help lessen the burden in April 2024.

Our aggregate DAF payout rate is nearly 40 percent, still 18 percent higher than the national average, and up from 33 percent in 2019.

Recoverable grants allow DAF holders to release funds to non-profits, have the funds repaid to the DAF, and reuse them for future grants.

We've compiled three ideas for maintaining your philanthropic impact and helping great organizations that need your continued support.

The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?

With more than $26 million in donor-advised funds amongst the Brighton Jones community alone, we have the power to drive significant social change.

Donor-advised funds are the fastest growing philanthropic tool today, accounting for more than 3 percent of all giving in the United States.