Donor-Advised Fund
Take the deduction in a high-income year, then recommend grants to charities over time.
Charitable giving
Give more effectively with appreciated assets.
Donating appreciated stock, real estate or digital assets instead of cash can generally avoid capital gains tax on the appreciation and increase what reaches the causes you support.
Nashional Investments · Updated October 2026
Charitable Remainder Trust
Contribute an appreciated asset, receive income for a term, and leave the remainder to charity, spreading the gain over years.
Charitable trusts are irrevocable. Deduction limits depend on the asset, the charity and your income. Coordinate with your CPA and an estate attorney.
Start with a conversation.
Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.