What’s Your End-of-Year Strategy for Planned Gifts of Assets?
sgEngage
OCTOBER 23, 2024
He was a donor to one of our charity clients and we had talked about the possibility of gifting assets to reduce or eliminate tax liability. A few months later, the DAF sold the property, and the donor contributed the whole amount (more than $1 million) from his DAF to our charity client. The call came on December 2.
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