Sunday, December 11, 2016
An uptick in charitable giving using appreciated stocks is fueled by assumptions of lower tax rate under a Trump administration. Under this assumption, investors donating appreciated stock before the end of the year will be able to deduct their gift’s value from a 2016 tax bill – as opposed to a potentially lower 2017 tax bill. Wealth management advisors also indicate charitable giving as a tax advantage may be less valuable in future years.