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Deductions & credits
Thanks very much for your quick reply. It doesn't seem that I should enter this as a cash donation since it is in fact appreciated stock. As I go through the TT process it does advise me to enter "items", then "publicly traded stock" rather than directly as stock. (The actual donated shares were originally inherited, which is what begins that detour.)
It does seem that Vanguard's donor advised fund does qualify under (2) in the definitions of charities you list.
My sense is that there's a glitch going on behind the scenes, I'm going to hope it gets worked out before filing time and will continue watching. If you do have a way to register the problem with the company that would be greatly appreciated.
March 7, 2021
3:31 PM