Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice, launches a year-end initiative to help clients maximize giving impact through donor-advised funds in a tax-optimized approach

Evergreen Wealth announced a new charitable giving initiative designed to help clients amplify their philanthropic impact while offering tax efficiency. From November 18 through December 31, 2025, Evergreen Wealth will match client contributions to a donor-advised fund (DAF).

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Bill Harris, founder and CEO of Evergreen Wealth. Harris was previously CEO of PayPal, CEO of Intuit (TurboTax, Quicken, QuickBooks), and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. He is also the author of the "Investment Tax Guide: How to Slash Your Taxes."

The offer underscores Evergreen Wealth’s mission to make sophisticated, tax-efficient wealth management both actionable and impactful for modern investors, and highlights the unique advantages of acting before year-end while current tax rules remain favorable.

A Giving Match Designed to Maximize Impact.

Under the program, Evergreen Wealth will:

• Match up to $5,000 in DAF contributions for clients with $1 million or more in assets under management (AUM).
• Match up to $1,000 in DAF contributions for clients with $250,000–$1 million in AUM.

This year-end program is designed to inspire charitable giving and demonstrate how thoughtful tax strategy can enhance both financial outcomes and social impact.

How Donor-Advised Funds Work.

A donor-advised fund allows investors to contribute today in the current taxable year while choosing where and when to donate later. By funding a DAF with appreciated securities, investors can eliminate capital gains tax on securities with unrealized gains.

Because contributions are potentially tax-deductible, donors can benefit twice by reducing this year’s taxes while setting aside funds for future giving. It’s an efficient, flexible way to align generosity with tax optimization. Evergreen Wealth is partnering with Daffy, the Donor-Advised Fund for You™, to offer DAFs to its clients. Learn more about how DAFs work here.

Why It Matters This Year.

This is an especially valuable time to act. Several provisions under the Opportunity and Budget Balance Act (OBBBA) are set to change after 2025, potentially reducing the tax benefits associated with charitable giving. If clients choose to contribute before December 31, 2025, they can lock in today’s higher value deductions and maximize their impact while the current rules remain in place.

Integrating Tax Optimization with Purpose.

“Donor-advised funds are like having a personal foundation, only better,” said Bill Harris, Founder and CEO of Evergreen Wealth. “They let clients donate on their own schedule and diversify concentrated holdings, reducing their tax hit, and potentially earn a deduction at the same time. It’s one of the most powerful, tax-efficient ways to make a difference.”

Evergreen Wealth’s approach includes daily screening for tax-loss harvesting that can offset realized gains, and for clients with appreciated securities, tax-gain harvesting can identify ideal assets to contribute to a DAF, turning potential tax liabilities into meaningful gifts.

“Now is a good time to take advantage of year-end tax opportunities,” said Samantha Muncy, Head of Advisory Services at Evergreen Wealth. “By contributing before year-end, clients can often realize tax benefits for 2025 and have the flexibility to decide when and where to give later. Acting by December 31 can help align both the financial and charitable impact of their generosity.”

End of Year Tax Strategies Webinar

Evergreen Wealth will host a live webinar on December 2, 2025, at 1:00 p.m. ET to discuss year-end investment tax strategies, including the benefits of using a donor-advised fund. For more information and to register, click here.

For more information, click here or contact evergreenwealth@wearemgp.com.

About Evergreen Wealth

Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine.

Founded by serial fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more.

This announcement is for informational purposes only and does not constitute personalized tax, legal, or investment advice. The potential tax benefits of donor-advised funds (DAFs) depend on individual circumstances and current tax laws, which are subject to change. Clients should consult their own tax or legal advisors before making any decisions related to charitable giving or contributions to a DAF. All investing involves risk, including the possible loss of principal. For additional information about Evergreen's investment advisory services and donor-advised funding, please refer to Evergreen’s ADV Part 2A and Form CRS, available here.

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"Donor-advised funds are like having a personal foundation, only better," said Bill Harris, founder and CEO of Evergreen Wealth. "It’s one of the most powerful, tax-efficient ways to make a difference.”