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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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Donating gifts of appreciated stock or other closely held business interests (owned for at least one year) can be a smart choice for those who want to make a charitable gift. Gifts of this type of security or business interest — often described as family, closely held, venture, restricted, or privately held—may provide a number […]

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1.  Myth: Writing a check is always the best way to support a charity. Charities love receiving cash. Who doesn’t? But it’s not necessarily the most advantageous way for you to make charitable gifts. Own stock? It could be a better option. The shares in your brokerage account are probably “publicly traded,” which means they’re […]

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