Investment Giving

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Scott F. Demler

Scott F. Demler

Scott F. Demler, CFP, CRPS, a member of SAVANT Capital Management, has been a financial advisor since 2007. He also serves on the board of United Way of RockĀ  River Valley.

Posted by on in Blog

There are years when a tax deduction can be really helpful. As we go through life, our little deductions grow up and move away, the house gets paid off, and our income likely increases. The result is paying higher income tax bills. If you are in this situation and are charitably inclined, consider establishing a Donor Advised Fund (DAF).

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