I looked into Vanguard's DAF, but they have a $25k minimum and I'm not quite at that level. Maybe I'll look into Fido/Schwab and see how they might work. Thanks!nydad wrote:Quick tip: if considering donating appreciated shares, consider giving them to a donor advised fund.
It only applies for losses.Blue88 wrote:Question: I sell all shares of an S&P 500 index fund at a gain and invest the entire amount in a Total Stock Mkt Index Fund with another company. Do I care about the wash sale rule with a capital gain or does this just apply to selling at a loss?