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Donating Appreciated Securities to Charity

By on January 10, 2020
Categories: CHARITABLE GIVING
Documents: Download PDF Gifting_of_Appreciated_Securities_Fact_Sheet_2019_DY.pdf

A unique way for individuals to contribute more to their favorite charities is to donate appreciated securities, such as stocks, mutual funds, or ETFs.

Donating long-term appreciated securities (rather than cash) is one of the most tax-advantaged methods of charitable giving. With a potential tax deduction and avoidance of capital gains tax, a donor can significantly increase the impact of his or her charitable giving.

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