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Help clients maximize tax benefits and increase their giving impact

September 01, 2017

2017-09-01

By Schwab Charitable

Donating non-cash assets such as appreciated securities, real estate, or privately held business interests is a powerful way to maximize tax benefits and increase the impact of charitable giving at the same time. This paper discusses considerations for guiding clients through gift planning and identifying the most appropriate assets for maximizing tax efficiency.

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Schwab
TD Ameritrade
Fidelity
Pershing
Other
N/A

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