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

The Stacking Benjamins Show

CHAPTER

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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