Donor Advised Funds

09/12/2020 21 min
Donor Advised Funds

Listen "Donor Advised Funds"

Episode Synopsis

Give it away? Instead of selling their potentially taxable appreciated assets, benevolent clients might want to donate the shares to a qualified charity. The process can be a little tedious, but not much more than selling the asset, calculating the cost basis, incurring capital gains taxes and then writing a check. If the appreciated asset is worth […]
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