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 Fund (DAF). DAFs are relatively easy to fund, easy to manage, and they ensure that you get a tax deduction for the full, appreciated value of your donated stock.
Category: Donor Advised Fund
How to Coordinate a Donor Advised Fund and Your Equity Compensation
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
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.
Dive Deeper
Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.
NEW! The Ultimate Guide to Equity Compensation
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Hi, I'm Daniel Zajac, CFP®, EA
I write about equity compensation and employee stock options in a way that is easy to understand.
NEW! The Ultimate Guide to Equity Compensation
Understand what you have, what you should consider, and what ultimately matters to you.
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