While it seems like it wasn’t broke and they fixed it, as long as the functionality remains the same I won’t be changing anything. The bard said “A rose by any other name would still small as sweet.” I turn 70 next year and plan to shift my charitable giving focus to QCDs. That will involve more work, but will be more tax efficient. I originally funded my DAF the year I retired in the top tax bracket using low cost basis employer stock NUAd from my 401k. The market has done better than I forecast, so instead of depleting it this year as planned, there will be some left. For now I plan to let it cook at high octane. So the name change is something I won’t see. Unless something changes in the QCD tax provisions, the remaining DAF may well end up being something my heirs benefit from. They are successor owners.
Statistics: Posted by CuriousGeorgeTx — Sun Jun 23, 2024 8:39 pm