In our first annual edition of Perspectives, we examine Donor Advised Funds as a tool to pursue your philanthropic goals. On the tech corner, we find that in today’s technology-abundant world it is becoming more and more important to be aware of the cyber threats lurking around, so we put together some action steps that you can take to protect yourself. Finally, we include a quick reference on the new limits for gifting and retirement plan contributions. We hope you find this information helpful and welcome any feedback you might have related to this edition or suggestions for future issues.
July 9, 2020