Mark W. Cooper

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practice, it can be a real hassle for individuals to donate appreciated shares directly to charities, but a donor advised fund can help facilitate this process. Assuming you itemize your tax return, there are also AGI limitations for how much of a charitable gift is deductible. It is important to work with an accountant when making a large charitable gift to make sure it is structured in such a way that the full tax benefits can be received.
Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series)
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