How Charitable Donations of Appreciated Stock Cut Your Tax Bill

In Episode 113 of The Tax Strategy Podcast, Lucas and Luna break down one of the most underused tax strategies: donating appreciated stock instead of cash. They walk through a concrete example — a listener with $10,000 of Apple stock bought at $4,000 — and show how the maneuver avoids capital gains tax while still getting a full fair-market deduction. They explain the holding-period requirement, the AGI limitation (30% for appreciated property), and why this strategy can be better than selling, paying tax, and donating the proceeds. They also touch on donor-advised funds as a vehicle for bunching donations. No fluff, just a clear, actionable tax move for charitably inclined investors. #CharitableDonations #AppreciatedStock #TaxStrategy #CapitalGains #DonorAdvisedFund #TaxDeduction #FexingoBusiness #BusinessPodcast #Finance #TaxPlanning #StockDonation #ItemizedDeductions #AGI #Philanthropy #Investing #WealthManagement #TaxSavings #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo