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.
Subscribe to the quarterly Blueprints e-newsletterDonating 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 […]
READ MORE1. 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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