RMB Capital Management

Insights Library

Our Perspective

This collection of articles and commentaries from RMB provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients. Explore the content available by scrolling or filtering topics.

Maximize the Benefits of Your Charitable Donations

When it comes to charitable giving, it’s important to consider the most appropriate gifting vehicle and amount­–both from a philanthropic and a tax liability standpoint. We consistently encourage the practice of gifting shares of long-term appreciated stock (shares that have been held for more than a year) instead of cash, as this technique offers benefits to both the charitable organization and the donor. The following case study illustrates the advantages associated with gifting long-term appreciated stock.

Amplifying the Rewards of Charitable Giving with Donor-Advised Funds

Versatile. Powerful. Enduring. Words to describe a perfectly tailored suite, a timeless Shakespearean sonnet, and, in the world of Wealth Management, a donor-advised fund (DAF). DAFs are an increasingly popular charitable giving tool that allows donors to accomplish their philanthropic goals in a targeted, tax-advantaged manner.  Erica Tarantur (CFP®, CIMA®, Wealth Advisor) reviews the features and advantages of DAFs.