Stock Giving: A Smarter Way to Make An Impact

If you are currently writing checks to charities, but also have appreciated stocks or mutual funds in a taxable investment portfolio, you likely have a significant opportunity to pay less tax, give more, improve your personal cash flow, and simplify your giving. The key is to donate these beforethe sale, which means you’ll reduce or eliminate capital gains taxes. We liquidate the securities for you and then put the net proceeds into your Giving Fund (donor-advised fund), which you use to recommend grants to the causes you love.

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Stock Giving: A Smarter Way to Make An Impact