Donor Advised Funds

An episode of the Revolutionary Stewardship Podcast with Jay Dee Schurz podcast, hosted by Jay Schurz, titled "Donor Advised Funds" was published on December 9, 2020 and runs 21 minutes.

December 9, 2020 ·21m · Revolutionary Stewardship Podcast with Jay Dee Schurz

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Episode Description

Give it away? Instead of selling their potentially taxable appreciated assets, benevolent clients might want to donate the shares to a qualified charity. The process can be a little tedious, but not much more than selling the asset, calculating the cost basis, incurring capital gains taxes and then writing a check. If the appreciated asset is worth […]

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