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Gifting of Appreciated Assets

  • The Converse Team
  • Jul 15, 2020
  • 1 min read

Updated: Feb 8

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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