Why Gift Appreciated Marketable Securities? It Just Makes “Cents”! Linda Argalgi CPA, Philanthropic Advisor February 11, 2024 723 Did you know that one of the easiest and most effective assets to donate are appreciated marketable securities (publicly traded stocks, bonds, and mutual funds)? In Canada, when an individual or corporation sel...
The A to Zs of DAFs: Your Charitable Bank Account Linda Argalgi CPA, Philanthropic Advisor January 24, 2024 683 In the realm of benevolence, where compassion meets financial foresight, the Donor Advised Fund (“DAF”) has emerged as a catalyst for impactful giving. A DAF is not just a gift planning tool. It is the key to u...
