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Fund Your Charitable Giving from Unexpected Sources
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"Fund Your Charitable Giving from Unexpected Sources"

Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.

One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify their most efficient assets to give and the right time to donate them.

This short, client-ready paper explains the advantages of:

  • Harnessing the power of appreciation
  • Donated securities over cash proceeds
  • Donating real estate
  • Giving in advance of a business sale or transition
  • Determining the right time for your donation

Offered Free by: Fidelity Charitable
See All Resources from: Fidelity Charitable


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