Charitable Giving for Individual Investors and Investment Clubs

At year-end, many individuals turn to thoughts of making gifts to support their favorable charities. But many people overlook the advantages that can come from donating shares of appreciated securities instead of cash. These kinds of tax-efficient gifts can allow donors to make larger gifts to qualifying non-profit organizations, help improve their portfolio diversification, avoid capital gains taxes, and perhaps provide a tax deduction! Investment clubs can make donations as well, with individual members receiving the benefits. Learn the basics of charitable giving for individual investors and investment clubs in this webinar, as well as how BetterInvesting manages its own investment portfolio that includes stocks donated by members.

Join us at BetterInvesting's webinar for individual members and investment clubs.

We look forward to seeing you there!

View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees

service@betterinvesting.org