Share

Charitable Gifting: Should You Donate Cash or Stock?

By 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.

RELATED ARTICLES

charitable giving san diego

Do You Have a Philanthropic Budget?

Watch Now
Charitable Gifting: Should You Donate Cash or Stock?

Qualified Charitable Distributions (QCDs): How Do They Work?

Watch Now
Charitable Gifting: Should You Donate Cash or Stock?

Donor Advised Funds: Why Should I Use Them?

Watch Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO