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Donating Appreciated Securities and Donor-Advised Funds [Video]

Home Resources Donating Appreciated Securities and Donor-Advised Funds

When most people think about giving to a charity, the first thing that comes to mind is writing a check or giving cash. But if charitable giving is a priority for you and your family, consider donating appreciated securities or using a donor advised fund as a more tax efficient way to fulfill your charitable goals.

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This material is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or …

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