Women & Wealth

The Secret to Divvying Up Assets? Communication
Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline?
Lending a Hand from Afar
Are Your Heirs Knowledgeable?
Donating When There’s a Need for Speed
Finding Commonality through a Crisis
What Should Board Members Do Now?
Longevity and Legacy: Maintaining Relationships in the Age of Social Distancing
Two Top of Mind Questions in A Volatile Market
Four Things Successful Women Do in Big Financial Transitions
What Do Female Founders Need? Women Investors
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


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Five Financial Tips for Female Founders
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