CATEGORY

July 17, 2017

Your “Sophisticated” Donor
Charitable Gift Annuity
Viken Mikaelian

Your “Sophisticated” Donor

“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.

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Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

For those who drive change — not watch it. Join the top 1%.