The Nature Conservancy's Donor Advised Fund
Donor responsibility for record keeping and tax return preparation
Basis of income tax charitable deduction for gifts of appreciated property
|Market value|| |
(except publicly traded stock)
Maximum income tax charitable deduction allowed per year
|30% of adjusted gross income for property; 50% for cash||20% of adjusted gross income for property; 30% for cash|
Tax on net investment income
|None||1 - 2%|
|Yes: The Nature Conservancy receives at least 20% and other charities receive up to 80%||Yes|
Donor can designate an advisor for future years
* This chart reflects current laws and could change.
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