Donor Advised Fund

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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

by Daniel Zajac, CFP®, EA | Last updated May 12, 2025 | Donor Advised Fund, Equity Compensation

To achieve this win-win ideal, it’s important to be deliberate about which equity compensation share lots you donate, as well as whether you donate them as post-sale cash proceeds, or...

Donate,Food,To,The,Beggar.,Charity,Concept

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 1

by Daniel Zajac, CFP®, EA | Last updated May 12, 2025 | Considerations When You Have Significant Equity Compensation, Donor Advised Fund

If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised...

Donation,Box,With,Children's,Things,And,Toys.,Donation,Box,Full

How to Coordinate a Donor Advised Fund and Your Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 12, 2025 | Considerations When You Have Significant Equity Compensation, Donor Advised Fund

If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability.

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

by Daniel Zajac, CFP®, EA | Last updated May 12, 2025 | Donor Advised Fund

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.

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