Investing
How do I give appreciated stock?
Quick Answer
Transfer appreciated stock directly to a 501(c)(3) charity or donor-advised fund using your broker's charitable transfer form. You avoid capital gains tax entirely and deduct the full fair market value (up to 30% of AGI for public stock).
Warren Team
Updated April 26, 2026
37
Warren Team
Updated April 26, 2026
37
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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