In this video, Chris Klein, CFP® breaks down one of the most tax-efficient ways to give: donating appreciated stock instead of cash. When you gift stock that’s increased in value, especially after holding it for more than a year, you can avoid paying capital gains taxes and still deduct the full fair market value of the gift if you itemize. It’s a simple strategy that can amplify your charitable impact while keeping more of your money working for good.
Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.
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