How the Wealthy Give Smarter (and Pay Less in Taxes)
When a big tax year hits—after selling a business, landing a large bonus, or exercising stock options—many high earners wonder: Is there a smarter way to give?
In this video, Devon Gluck, Partner and Financial Planner at Maller Wealth Advisors, explains how a Donor Advised Fund (DAF) can help turn a high-income year into an opportunity for strategic charitable giving.
A DAF is not just a giving tool—it’s a flexible way to plan donations, potentially reduce taxable income, and stay in control of when and where your money makes an impact.
???? Inside this video:
- How donor advised funds work
- Why timing contributions matters
- Ways this approach supports long-term charitable goals
Whether you’re passionate about giving or simply exploring options in a high-tax year, this strategy can help structure your generosity more intentionally.
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