Thank you for this excellent article. It confirms my family's intentions. I do have a question. Once you donate stocks and/or ETFs with large gains to a DAF, are you able to instruct the DAF to sell the securities and go to cash or a more conservative allocation (to reduce the likelihood of short-term losses)?
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Thank you for this excellent article. It confirms my family's intentions. I do have a question. Once you donate stocks and/or ETFs with large gains to a DAF, are you able to instruct the DAF to sell the securities and go to cash or a more conservative allocation (to reduce the likelihood of short-term losses)?
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Link to comment from October 2, 2021