Uncertain or concerned about your stock market portfolio? No one ever lost money by giving it away! If appreciated securities are donated in the most advantageous way, you can save more than 70 cents on the dollar in taxes, eliminate capital gains tax on the appreciation, and get credit for donating the entire dollar. Above all else, giving to charity produces endorphins that make you healthy, happy and bring meaning to life!
To discuss your philanthropic needs or assistance developing your 2017 giving strategy to include donating appreciated securities, contact Foundation Fundamentals powered by The Giving Back Fund.