Smart Giving with Tulane’s Office of Gift Planning
Business:Non-Profit
We discuss using appreciated securities to make charitable gifts - the benefits of gifting stock held for over a year, how the gift is valued, mutual funds, closely-held stock, and opportunities in 2020 through the CARES Act.
Our guest is Stephen Berman, CPA, Tulane class of 1970, MBA 1972, of Stephen M. Berman & Associates, LLC.
This episode contains time-sensitive content that may no longer be applicable after 2020.
Episode 7: Charitable Lead Trusts
Episode 6: Donor Advised Funds (DAFs)
Episode 5: Women in Philanthropy, Part 2
Episode 4: Women in Philanthropy, Part 1
Episode 3: Charitable Giving through Bequests and their Philanthropic Impact
Episode 2: Charitable Giving through a Retirement Plan
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