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No. of Recommendations: 2
1.) Donate the most appreciated shares that has been held over a year.

2.) Sell "bad" stock and use the tax deduction.

3.) Be very careful of AMT.

4.) With whatever "new" funds, buy the best companies. Averaging down is often a losing investment plan. Appreciated stocks do not mean overvalued. You will need to learn how to evaluate stocks.

5.) If you are convinced that all the stock is equal, then use the "new" funds to pay the next month contributions.

6.) $200,000 is to little to plan on giving away $10,000 a month. Foundations plan spending approximately 4% of their endowment. Giving away 50% a year means that it is extremely unlikely that the fund will last 3 years.

Debra
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