I have a fidelity DAF linked to my fidelity brokerage account and my only complaint is that there is a small cost associated with it. I of course understand why that is, and the tax benefits outweigh the cost. But if there was a nonprofit EA aligned DAF that had lower or no cost that would be preferable obviously.
One other thought—and this isn’t a complaint about a DAF exactly—is that it would be great to be able to set rules about when certain appreciated stocks would be donated to the DAF so I could totally “set it and forget it”—I described this idea at the end of this post.
I have a fidelity DAF linked to my fidelity brokerage account and my only complaint is that there is a small cost associated with it. I of course understand why that is, and the tax benefits outweigh the cost. But if there was a nonprofit EA aligned DAF that had lower or no cost that would be preferable obviously.
One other thought—and this isn’t a complaint about a DAF exactly—is that it would be great to be able to set rules about when certain appreciated stocks would be donated to the DAF so I could totally “set it and forget it”—I described this idea at the end of this post.