Financial Indepdence, Investments, and Escaping Corporate Life
We personally setup a donor advised fund through Fidelity Charitable and make grants through this fund. Its a great way to donate appreciated Stock/ETF/Mutual Fund positions. If your investment accounts are already with Fidelity, the transition is easy. Vanguard and Charles Schwab also offer options for Donor Advised Funds.
If you’re interested in learning more, the Physician On FIRE has a great series over on his site and Liz at Frugalwoods has a great write-up on her own. I won’t try to repeat their great work! Our favorite feature of using a donor advised fund is the ability to make small dollar grants without hassling a charity on making a non-cash gift. Fidelity allows grants as small as $50.