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Four Strategies to Transform Your Workplace Performance into Brilliance (with Andrew McAfee): SB1431

The Stacking Benjamins Show

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Donor Advised Funds and Transferring Appreciated Stocks

This chapter discusses how donor advised funds work and whether it is possible to transfer appreciated stocks from a Vanguard brokerage account to a donor advised fund. The speakers address the benefits of donating appreciated stock to charities and explain a strategy to get rid of capital gains tax by gifting highly appreciated stocks.

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