Wednesday, October 20, 2004

Stupid Tax Tricks has a posted an insightful article on donor managed investment accounts (requires registration). This new charitable giving vehicle has received some press lately -- recently profiled in the Wall Street Journal -- but it has a number of shortcomings, and its long-term viability is uncertain. We have also provided a side-by-side comparison between donor managed investment accounts, donor advised funds, and private foundations. E-mail me to request your copy.