November 2020: If you are planning to make a donation to charity, consider directly donating mutual funds that have appreciated in value, instead of cash. You will receive a donation receipt equal to the value of the investment AND any resulting capital gain is exempt from tax. We can also discuss whether setting up your own private charitable giving trust makes sense for you. For as little as a $10,000 donation, we can easily create a flexible ongoing legacy that will last throughout the future.
Donations in Kind
by Heidi Pullem | Jan 15, 2021 | Tips