Donor Advice - A Real Life Example of a Donor Advisor Strategy

Alicia: As with most things, we like to do sort of an example or a case study. Let's assume that you have a hundred thousand dollars invested in an s and p 500 fund, but you only paid 50 thousand for us. Alica: You could actually give all 100 thousand dollars of that appreciated security to the fund, and then you could grant those proceeds to your favorite charity.