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Thoughts From Naviter Wealth's 
CEO, Bentley Blackmon
Many people think of “tax time” as the weeks leading up to April 15th—or for most of our clients, October 15th. While that is true, “tax planning time” is happening right now. The window of time from mid-October to mid-December is typically the best time for your tax accountant to focus on proactive and strategic planning. Use this time not just to handle year-end planning matters such as charitable gifting, utilizing annual gift tax exclusions, and funding retirement plans, but also consider tax strategies to implement next year.

As always, we are happy to coordinate these calls and participate in the discussions. Let us know if we can help.

- Bentley Blackmon, CEO
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Finding the Right Donor-Advised Fund for You

A donor-advised fund is a private fund, administered by a third party, for the purpose of managing charitable donations on behalf of a family, individual, or one of their entities. Due to their minimal setup costs and ease of use, DAF usage has increased significantly in recent years. There are now more than one thousand sponsors of DAFs in the United States.
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Planning Solutions For Successful Families
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Ask the Expert
Question: What’s a donor-advised fund?

Alecia Fisher Dougherty, CFP®: 
A donor-advised fund is a private fund that is managed by a third party with the intention of overseeing charitable donations on behalf of individuals, families, or their entities. These funds have become an increasingly popular way for individuals and families to manage their charitable giving, and for good reason.

Two notable benefits of donor-advised funds are tax benefits and flexibility. When contributions are made to a DAF, they are tax-deductible for the year they are made. This allows donors to receive an immediate tax benefit, even if they choose not to disburse funds to charities right away. and, Donors have the freedom to make contributions to their DAF at any time and in any amount. They can also recommend grants to their preferred charities on their own timeline.
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For additional resources check out the Our library page on our website where we share market commentary and industry updates.
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Important Disclosures
Naviter Wealth LLC (“Naviter”) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. This information should not be considered tax advice.  Investors should consult with a qualified tax consultant as to their particular situation.
Past performance is no guarantee of future returns.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  
Additional Important Disclosures may be found in the Naviter Form ADV Part 2A.  A copy may be requested by emailing team@naviterwealth.com. 

Copyright © 2023 Naviter Wealth, All rights reserved.

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