Donor Advised Fund Archives - John R. Dundon II, Enrolled Agent

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Donor Advised Fund

22 Nov Old MacDonald had a Trust EIEIO CLAT CLUT here CRAT CRUT There

Posted at 00:00h in Charitable Contribution, Donor Advised Fund

Old MacDonald had a Trust EIEIO CLAT CLUT here CRAT CRUT There. The one thing stopping good people from engaging the full force and effect of tax and estate planning using trust instruments is the language. Acronyms make it hard to understand what lawyers are...

07 Nov Donor Advised Funds IRC §4966

Posted at 00:00h in Charitable Contribution, Donor Advised Fund

In my last post about how year end tax planning starts with reassessing one's commitment to charitable donations I mentioned that my Mom donated her appreciated shares of Exon Mobile to a Donor Advised Fund (DAF). Many readers had questions about what a DAF is and...

Donor Advised Fund

22 Nov Old MacDonald had a Trust EIEIO CLAT CLUT here CRAT CRUT There

07 Nov Donor Advised Funds IRC §4966

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