by Daniel Zajac, CFP®, AIF®, CLU®. Last Updated on Last Updated on Sep 8, 2022 | Time to Read: 9 minutes
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 unsold shares. We concluded that cash isn’t necessarily king when donating to a DAF. Directly donating low basis, long-term shares usually reigns supreme.
by Daniel Zajac, CFP®, AIF®, CLU®. Last Updated on Last Updated on Jul 14, 2022 | Time to Read: 8 min
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.