GIVE WITH PURPOSE

A Smarter Way to Give

We provide the expertise to ensure your generosity makes the greatest possible impact—on your community, your family, and your tax return.

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High-Impact Legacy Planning

For families seeking a lasting, institutional legacy, a private family foundation offers unmatched control and continuity.

Full Control
Direct every grant and shape the mission.
Family Involvement
Create meaningful roles across generations.
Enduring Impact
Establish a legacy designed to last for decades.

STRATEGIC OPTIONS

Your Philanthropic Toolbox

We simplify the complexity so you can focus on the impact.

Donor-Advised Funds (DAFs)

Think of a DAF as your personal charitable account. You contribute assets, receive an immediate tax deduction, and recommend grants to causes you care about over time. We frequently partner with the American Endowment Foundation to provide flexible and efficient management.

Qualified Charitable Distributions (QCDs)

For those 70½ and older, QCDs offer one of the most tax-efficient ways to give. Give directly from your IRA to a qualified charity, satisfying Required Minimum Distributions without increasing taxable income.

Charitable Trusts

Advanced strategies for those looking to balance income, legacy, and impact.

“Wealth is not just what you keep, but what you are able to do with it.”

Let’s make sure your ‘do’ goes further.

DON’T JUST GIVE. GIVE INTENTIONALLY.

Make Your Legacy More Than a Number

Most people reach for their checkbook when they feel inspired to give. While the intent is meaningful, the execution is often inefficient. At DSB Rock Island, we help you move from simple giving to strategic philanthropy—where your generosity and your financial plan work together.

Eliminate Capital Gains
Gift appreciated stocks and securities instead of cash. You avoid the tax impact, and the charity receives the full value.
Maximize Tax Efficiency Today
Capture meaningful deductions now, while distributing gifts over time in a way that aligns with your goals.
Make It a Family Legacy
Turn giving into a shared experience. We help involve children and grandchildren so your values carry forward, not just your wealth.