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Tag: Barry and Mary Beth James

Stock transfers simple, tax savvy

Posted on Apr 19, 2022, by

Gifts of publicly traded stock and other securities are increasing in popularity as donors are finding a stock transfer is a simple and tax-savvy way to support the community while meeting their own financial goals. In 2021, the Community Foundation’s donors gave over $18 million in stock contributions, with 35% of transfers made in December […]