A streamlined way to steward your generosity, now and in the future.
A Donor-Advised Fund (DAF) allows you to set aside charitable gifts in one place, receive potential tax advantages, and then give when your heart feels led. When supporting Water Street through your DAF, 100% of your gift to goes toward supporting Christ-centered care and a path forward for individuals and families experiencing poverty and homelessness in Lancaster County.
Many people choose a DAF because it brings all their charitable planning under one account, making generosity easier and more intentional. A DAF also offers unique benefits like privacy, the ability to involve family in decision-making, and opportunities for your invested assets to grow tax-free over time, increasing your overall giving potential.
Please note: Water Street Mission does not provide tax, legal or accounting advice. This material is prepared and made available to you for informational purposes only and is not intended to be relied upon. You should always consult a tax professional to determine your particular tax benefits that may result from any particular type of gift to charity.
Lancaster has been receiving many accolades recently, as a top place to travel and live. Even still, we need to stop and make sure all our neighbors are participating in that success. One way to do that is through Qualified Charitable Distributions (QCDs). Here’s your guide to QCDs, from Rick Rodgers of Rodgers & Associates, so you can be sure funds from your IRA, make the fullest impact.
Did you know, 70% of wealth in Lancaster County never makes it past the second generation? Rick Rodgers of Rodgers & Associates explains what it means to leave a legacy, and how to make sure your family has the best chance at a successful wealth transfer. Take a look at his advice here, to help build a legacy that will span generations to come.
Click below to reach out to us. We’ll have a quick conversation and help you get started on a path that makes sense for you.
