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Gifting of Appreciated Assets

Mike Converse discusses donor-advised funds, including how to make contributions and receive tax deductions. He also covers the benefits of donating appreciated stock, explaining how it can provide both charitable impact and tax advantages. Learn how to leverage these strategies to maximize your giving while minimizing your tax burden.



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Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

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