Charitable Giving

As experts in charitable giving strategies, Tate Financial Partners can help you maximize your charitable gifts, while paying fewer taxes. We use three specific strategies that our clients use to maximize their impact.


3 smart giving strategies are:

  1. Appreciated Asset transfer (Stocks, mutual funds, ETFs)
  2. Establishing a Donor Advised Fund (DAF)
  3. Using Qualified Charitable Distributions (QCD’s)

We use specific strategies to empower our clients to maximize the impact of their charitable giving.