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Don't Make This Mistake With Charitable Donations & Appreciated Stock
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com
Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations.
Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.
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By Stephen H. Nelson, CFA, CFP® & Matthew E. Higbie, CFA, CFP®,TPCP®
5
2121 ratings
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com
Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations.
Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.