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.