NEST EGG!
Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy to understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
In this episode, Lisa James and Lori Zager dive into the significant tax advantages of donating appreciated stock directly to charity, explaining how this strategy allows you to both avoid capital gains tax and receive a charitable deduction, effectively increasing your giving power. They walk through the practical mechanics of transferring securities to charitable organizations and highlight common pitfalls to avoid.
The views and opinions expressed in the posts on this page are those of the author and do not necessarily reflect the position or views of Ingalls & Snyder, LLC. Certain content on this page were originally posted in a personal blog maintained and operated independently by the author prior to joining Ingalls & Snyder, LLC.
The content on this page are for informational purposes, and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such. Investing involves risk, including loss of principal, and no assurance can be given that a specific investment objective will be achieved.
