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Gifting Highly Appreciative Assets to Charity

If the value of your client’s stocks, bonds, or other capital investments has increased substantially, there are a few steps that can be taken to minimize taxes, and charitable giving is a viable option to consider.

Some of the potential benefits for your client:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission and support the local community!

Find out more by contacting us.

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