Thinking about donating real estate, stock or other illiquid assets to charity?
A donor-advised fund can be a great way to achieve your philanthropic goals and receive the maximum tax deduction. There are many different assets that can be used to create a donor-advised fund account. These include:
- Real estate
- Publicly traded securities including stocks, bonds and mutual fund shares
- Privately held stock
- Restricted and controlled stock
- Bequests from wills