The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 2025
Pitch: Instead of cash, consider donating stock. Donating real estate can relieve you of maintenance, reduce your taxes, and create a lasting legacy. Pitch: With a trust, you donate an asset, receive income for life, and reduce capital gains tax. STOCK DONATION Avoid capital gains by donating stock instead of selling.
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