Charitable Giving Summary

2025 Giving
$28K
Cash + appreciated stock
DAF Balance
$92K
Schwab Charitable ยท 60/40
DAF 2026 Funded
$50K
Appreciated AAPL/MSFT lots
2026 Target Gifts
$30K
to 5 organizations
Recipient Category Amount
Stanford Children's HospitalHealth$10,000
Indian Community CenterCommunity$6,000
Local public school PTAEducation$5,000
Sierra Club FoundationEnvironment$5,000
The Trevor ProjectCivil rights$4,000
Total 2026 grants from DAF$30,000
Lindy Wealth