Donating Appreciated Stock
Discover the often-overlooked strategy of donating appreciated stock instead of selling it. This approach not only benefits charities but also offers significant tax advantages that many are unaware of. Learn the straightforward steps to initiate the donation process, including how to select shares and manage tax lots, making charitable giving easier and more efficient.In this clip
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483 | Effective Giving for the FI Community | Rebecca Herbst & Jack Lewars
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