Would like to see a chart that discusses QCD and illustrates the benefits in a clear manner.
QCDS versus donating appreciated securities
a flow chart for DAF contributions - cash vs appreciated assets, etc.,
"Is a Donor Advised Fund right for me?" (suggested by Christopher Wenders on 2019-02-10), including upvotes (16) and comments (0), was merged into this suggestion.
"Charitable Giving Table" (suggested by Matt on 2019-12-05), including upvotes (6) and comments (2), was merged into this suggestion.
"Should I lump or bunch a charitable donation this year?" (suggested by Jim on 2020-12-11), including upvotes (1) and comments (0), was merged into this suggestion.
"Deductions, carryovers for cash, property, etc of qualifying charitable donations" (suggested by Elena P McCoy on 2018-10-17), including upvotes (2) and comments (1), was merged into this suggestion.
I'm looking for "Donor Advised Fund" checklist. I'm upvoting this topic for that purpose: Donor Advised Fund - I need a checklist!Jim Munchbach, CFP®, CLU®, ChFC®, CPCU® Director of Wealth ManagementBayRock Financial LLC1402 Sunset DriveFriendswood, Texas 77546☏ Office: (832) 895-1700📱 Mobile: (281) 728-8691📠 Fax: (832) 201-7817✉️ Email: [email protected]📽 BayRockFinancial.com
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