gcgang
Thinks s/he gets paid by the post
- Joined
- Sep 16, 2012
- Messages
- 1,571
We haven't done a good job giving away the DAF assets. Too much LBYM habits, I guess. Our DAF was originally set up thru Merrill, but the community foundation that holds the assets switched to Morgan Stanley. Just log in, set up your donees (many are in their search database, otherwise you need to contact the charity to get their tax id, etc), and tell them how much to give. Gave more than usual to the DAF this year as an alternative to selling stock to rebalance.