Donation Frustration: Choosing Which Stock to Donate

There are many ways to give to those in need. Giving cash, writing a check, donating time, and yes even donating securities. Donating securities can be a great way to give back to the community while dampening the blow of the embedded capital gains in your portfolio. Follow this flowchart to find out which securities in your portfolio are best to donate!

What you'll learn:

  • When to consider donating a security
  • Which securities in your portfolio is best suited for donation
  • What to do after donating a security from your portfolio
  • And much more! 

Donation Frustration

 

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