Off-Topicdonor advised fundscharitable givingtax planning
Advisors Guide Clients To Strategic Philanthropy
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4.8
Donald Kent, a principal and wealth advisor at Bernstein Private Wealth, outlines six practical ways advisors can help clients give more thoughtfully and strategically in 2026, emphasizing motivations, asset types and tax-efficient vehicles. He highlights tactics such as donating appreciated securities (a $1,000,000 stock gift can cost roughly $250,000 after tax savings), using DAFs, QCDs up to $108,000, and early-year planning.
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Actionable, practitioner-oriented advice increases usability, but topic is tangential to data science and offers limited novelty.
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