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by toomuchtodo
1627 days ago
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You could transfer the stock to a DAF (donor advised fund). I'm familiar with Fidelity's offering for this service, but others offer it as well. The tax benefit is immediate, and you can then disburse the funds/assets to charitable causes on your own schedule. https://www.fidelitycharitable.org/guidance/philanthropy/wha... (not a financial advisor/planner, not financial advice) |
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