2 Tax Advantaged Giving Strategies

Char “Virtue isn't in just being nice to people others are prone to care about. So true virtue lies mostly in also being nice to those who are neglected by others, the less obvious cases, those people the grand charity business tends to miss. Or people who have no friends and would like someone once in a while to just call them for a chat or a cup of fresh roasted Italian-style coffee.” -- Nassim Taleb Skin in the Game 2 Tax Advantaged Giving Strategies The combination of recent tax law changes and the boom in the stock market have made two tax-advantaged charitable giving strategies particularly attractive: Using appreciated securities for charitable gifts Donor-Advised Funds (DAF’s) E

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