Charitable Giving Archives | Fee-Only Retirement Planning in Rochester NY

Donor Advised Funds (DAFs): A Strategic Approach to Charitable Giving

Mary Grace Graniero June 12, 2026

Charitable giving can be both deeply meaningful and strategically planned. Donor advised funds (DAFs) offer a flexible way to support the causes you care about while potentially reducing your tax burden — particularly in high-income years or after liquidity events. In this article, Mary Grace Graniero, CPA, CFP®, explains how DAFs work, when they may be most effective, and how they can fit into a comprehensive tax and estate strategy.

Charity Pickleball Classic Serves Up Community, Competition & $8,000 for Veterans

Howe & Rusling Team May 22, 2026

The inaugural Charity Pickleball Classic united colleagues, clients, and community members for a day of spirited competition and philanthropy, raising over $8,000 for the Veterans Outreach Center and establishing a new annual tradition of giving back.

Understanding the Differences Between Donor-Advised Funds and Qualified Charitable Distributions

Mary Grace Graniero December 9, 2022

There are two main methods that can be used to make charitable donations, and each offers its own unique tax benefit. In this video, we’ll explore the differences between utilizing a donor-advised fund and making a qualified charitable distribution.

Top 5 Reasons to Have a Will

Todd Artwell August 5, 2022

Having a will is one of the most important things you can do to avoid added stress on families during an already emotional time. Not only can a will legally protect your spouse, children, and assets, but it specifically outlines how you would like your estate distributed and ensures your estate will not end up in the wrong hands

Executive Charity Chats: Interview with Deb Rosen of Bivona Child Advocacy Center

Mark Thompson May 3, 2022

Howe & Rusling’s Executive Charity Chats: Leadership and Lessons from Main Street is an interview series connecting you to the wisdom, advice and best practices of the leadership of charitable organizations making an impact in our communities both near and far.

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Donor Advised Funds (DAFs): A Strategic Approach to Charitable Giving

Charity Pickleball Classic Serves Up Community, Competition & $8,000 for Veterans

Understanding the Differences Between Donor-Advised Funds and Qualified Charitable Distributions

Top 5 Reasons to Have a Will

Executive Charity Chats: Interview with Deb Rosen of Bivona Child Advocacy Center

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