Charitable Giving
Strategies for Appreciated Securities and Why Now’s the Time to Plan
If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align with your charitable goals. Appreciated securities can be used in several strategic ways to support organizations you care about, all while thoughtfully managing your broader financial picture.
There are multiple giving approaches that may be worth considering, from gifting investments directly to qualified organizations to using donor-advised funds or other structured vehicles. These strategies can often take time to execute properly, so beginning the conversation before year-end helps ensure your intentions are carried out efficiently and in alignment with your legacy and planning goals.
Action Steps:
- Take stock of any long-held assets that have appreciated significantly.
- Reflect on your giving goals—both short-term and long-term.
- Explore different giving vehicles that align with your values and timeline.
- Connect with your advisor to start building a thoughtful plan.
Want to explore your options before the year-end rush? Connect with Valoris Wealth to start planning your giving strategy today.