The Benefits of Donating Highly Appreciated Investments
- May 19, 2021
- By: David Garcia
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor.
David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies for donating highly appreciated investments to charity.