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Evergreen Wealth Teams with Daffy for Tax-Savvy Donations

11/19/2025

Summary

Story summary

Evergreen Wealth has partnered with Daffy to enable donations of appreciated stock and assets to a donor-advised fund (DAF).
The arrangement lets clients offset taxable income and avoid capital gains taxes while supporting more than 1.7 million U.S. charities.
Clients can pursue a tax-gain harvesting strategy to identify securities suitable for donation.
Evergreen Wealth will match contributions up to $5,000 for high-net-worth clients until December 31, 2025.

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Story summary

Evergreen Wealth has partnered with Daffy to enable donations of appreciated stock and assets to a donor-advised fund (DAF).
The arrangement lets clients offset taxable income and avoid capital gains taxes while supporting more than 1.7 million U.S. charities.
Clients can pursue a tax-gain harvesting strategy to identify securities suitable for donation.
Evergreen Wealth will match contributions up to $5,000 for high-net-worth clients until December 31, 2025.