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Daily Archives: May 17, 2018

Why You Should Donate Stock Instead of Cash

Why You Should Donate Stock Instead of Cash

BlogBy Infinitas TeamMay 17, 2018

While I always recommend that you work with a trusted tax professional in conjunction with a seasoned wealth manager before making any large charitable donations, in my experience, I have yet to find a downside to donating stock to charity.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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