Professional Advisor Insights

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By donating appreciated stock held for more than one year directly to a donor-advised fund, clients can reduce their tax liability by eliminating capital gains tax, as well as reducing their marginal income tax.

The Value of Donating Appreciated Securities to a Donor-Advised Fund

Learn more about the benefits of donating appreciated securities to a donor-advised fund.

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QCDs may be suitable giving strategies for clients who would like to make a larger tax-deductible charitable gift than they could if they simply donated cash or other assets.

Is a Qualified Charitable Distribution (QCD) Right for my Client?

Learn why a qualified charitable distribution (QCD) can be a powerful way to meet...

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Learning more about required minimum distributions (RMDs) and qualified minimum distribution (QMDs) can help you with your charitable giving planning.

RMDs & QCDs: CARES Act Implications for Your Charitable Giving

Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still...

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