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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Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the […]
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