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Charitable Gifting: Should You Donate Cash or Stock?

By Hope Carlson on October 5, 2020
Categories: CHARITABLE GIVING

This video addresses why you should consider donating appreciated stock as part of your charitable giving strategy.

Limitation of provision of tax advice. Any information relating to the tax status of financial instruments or tax basis discussed herein is not intended to provide tax advice or to be used by anyone to provide tax advice. Investors are urged to seek tax advice based on their particular circumstances from an independent tax professional. The information herein was derived from sources deemed to be reliable but is not guaranteed.

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