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[quote=Anonymous][quote=Anonymous]
You don't have any needs or wants that have not been covered except charity. I would create a Donor Advised Fund (DAF) and add some more money into it. Your DAF might be tax-deductible if you itemize your tax return this year. And then you can donate, say @ $2k or $5k a year in your deceased relative's name. It will be a mitzvah and it will make you feel good inside to boot.

[/quote]

OP again. I already have a DAF that I funded with $30,000 in 2017 due to the tax changes in 2018. But, it's a good idea to put any "extra" money in there going forward, though there won't be a tax benefit any longer.

Oh, and to the PP who spoke of a gift tax form, there is no need. You can give $15,000 to anyone with no tax implications or notice whatsoever. We will just have the gift come from both me and my DH.

Nanny and I are arranging for a time to meet and she relayed that when she woke up the next morning, she had to ask her DH if it were a dream that I offered to do this. It's good to share with others![/quote]

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