Historical Averages
What is the average annual inflation rate from 1928-2022?
a. 3.11%
b. 8.11%
c. 5.11%
d. 2.11%
3.11%
This investor founded one of the world's largest hedge funds, Bridgewater Associates, in 1975.
Ray Dalio
Deductions for cash contributions to DAFs are limited to what % of AGI?
60%
What is the average 3-month t-bill return from 1928-2022?
a. 1.32%
b. 3.32%
c. 5.32%
d. 7.32%
3.32%
Known as the "Oracle of Omaha," this investor is famous for his value investing approach.
Warren Buffett
Deductions for long term stock contributions to DAFs are limited to what % of AGI?
30%
What is the S&P 500's average return from 1928-2022?
a. 8.51%
b. 9.51%
c. 10.51%
d. 11.51%
11.51%
This investor is a long-time business partner of Warren Buffett and is known for his wit and wisdom on investment and life philosophies
Charlie Munger
RIP
Trust where donor receives annuity and charity receives leftover amount.
Bonus* How is the value of the charitable gift determined?
Charitable Remainder Trusts
* Bonus - Total value of property minus present value of retained interest. Eligible for immediate deduction.
What is the average Real Estate return from 1928-2022?
a. 4.42%
b. 8.42%
c. 11.42%
d. 1.42%
* using Case-Shiller U.S. National Home Price Index - benchmark for single-family home prices in the U.S.
4.42%
This investor is known for her focus on disruptive innovation and investing in companies involved in technologies like AI, biotech, and blockchain.
Cathie Wood
How long is the carryover period for charitable gifts that exceed the AGI limit?
5 years
What is the average 30-year fixed rate mortgage since 1971? +/- 1%
7.74%
This investor is famous for "breaking the Bank of England" in 1992 with his short sale of US$10 billion worth of pounds.
George Soros
Trust where charity receives income and beneficiary receives remainder
* Bonus - what is the charitable income tax deduction for the transferor if set up as a non grantor trust?
Charitable Lead Trust
* Bonus - No tax deduction for the transferor.