General
Yes. Donating eligible appreciated Microsoft shares directly to a donor-advised fund may allow you to avoid realizing capital gains on the donated shares while potentially qualifying for a charitable income-tax deduction, subject to holding-period, itemization, income, valuation, and other IRS requirements.
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Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
Prefer a phone call? Call us: 805-902-4550
For general inquiries: click here.
By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
