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Investment Strategies / Mechanical Investing
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Author: rayvt   😊 😞
Number: of 4356 
Subject: Re: IV
Date: 02/22/2025 9:42 PM
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No. of Recommendations: 1
If the goal is to do maximum good for charity, DAF isn’t the best way.

Others comment?




Charitable Gift Annuity became possible a couple of years ago. Once in a lifetime transfer from an IRA to a CGA, maximum $54,000 (inflation adjusted).
It's a QCD, so it counts as RMD and isn't taxed.

You get lifetime annuity income and the charity gets something when you die.
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