One model of a charitable endowment is that you are in the business of selling appreciated assets on behalf of your donors in order to maximize tax efficiency. Like:

This is a very well-known feature of US tax law; wealth managers will commonly tell you to donate appreciated stock rather than cash, and if you go to, like, Harvard University’s web page, they will tell you how to donate stock, because it comes up a lot.

QOSHE - Tax Trades for Harvard Donors - Matt Levine
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Tax Trades for Harvard Donors

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13.12.2023

One model of a charitable endowment is that you are in the business of selling appreciated assets on behalf of your........

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