“Never give cash. If you're going to give, give appreciated stock to what's called a donor advised fund”
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Said on Dropping Bombs
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
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Contribute cash, stock, or other assets to a donor-advised fund (DAF) for an immediate deduction, then grant to charities over subsequent years
“Never give cash. If you're going to give, give appreciated stock to what's called a donor advised fund”
“For non-deductible home loan portion, an offset is generally preferred over relying on a redraw precisely because it avoids any risk of mixing funds”
“I have a lot of cash on one hand, and then I'm taking risks with the stocks that I own on the other.”
“If you do it the way I and most of my clients do, you buy it with cash, you take the mortgage after, and as long as you income trace it to other investments, you can deduct all of it.”
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