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  • Washington, DC-34W
    1717 Pennsylvania Ave NW Suite 1050 Washington, DC 20006 T: 202.872.5900 F: 866.522.9587 TF: 800.982.3035
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    2101 Gaither Rd Ste 100 Rockville, MD 20850-4043
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Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Read
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Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
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District Wealth AdvisoryDistrict Wealth Advisory
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  • 1717 Pennsylvania Ave NW Suite 1050 Washington, DC 20006
  • T 202.872.5900
  • F 866.522.9587
  • TF 800.982.3035
  • Map & Directions
  • Map & Directions
  • 2101 Gaither Rd Ste 100 Rockville, MD 20850-4043
  • Map & Directions
  • Map & Directions

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