E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
November 12, 2025
If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
[Prefer to read? You can find an article version of this episode here: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes]
If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox