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May 2017

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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5 Reasons People Delay Making or Updating Their Wills
Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Ask Yourself These Four Questions When Planning a Charitable Gift
“Twilight Relationships” Require Careful Planning
Four Easy Ways to Make a Future Gift Without Changing Your Will
Charitable Gifts Can Help Reduce Estate Taxes
A Win-Win for Donors and Charity Using Depreciated Property
The Charitable Education Trust: A Way for Parents and Grandparents to Help Family Members and Us
70 1/2 or Older? IRA Charitable Rollover Is Back, and This Time It's PERMANENT!


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