I also gave from a taxable account a donation of stock to Fidelity DAF. If I enter them as the charity and input the donated stock there are also the following questions that are asked. Do I answer yes to the "I attached conditions on a donation" checkbox?
If I click to "learn more" it would seem the following would apply: "Specified how the donation should be used" since I allocate Grants within the DAF to charities I specify. But not sure about this. What would the correct path be for a Donor Advised Fund such as Fidelity DAF?
---------------------
Here is the "Learn More" info next to the "I attached conditions on a donation" checkbox:
You attached special conditions to a donation if you did any of the following:
- Specified how the donation should be used.
- Kept the right to take back the donation or decide future ownership.
- Allowed someone other than the charity to receive income from the donation.
If any of these conditions are attached to a donation, you may have to answer some additional questions.
