It's National Estate Planning Awareness Week! ?? A well-thought-out estate plan can help you protect what matters most, and did you know donating stock is one of the smartest ways to give back?
Here’s how it works:
1.???Tax Advantages: When you donate appreciated stock that you have owned for more than one year, you can generally take a tax deduction for the full fair market value of the stock at the time of donation, while avoiding capital gains tax. Contact a financial advisor for more information.
2.???Maximize your Impact: Your stock donation directly supports SBALT’s efforts to conserve and protect agricultural land, wildlife habitats, and scenic open spaces in San Benito County.
3.???Easy and Convenient: Donating stock is a simple process. You can transfer securities electronically to SBALT’s brokerage account, and we’ll take care of the rest. Just contact SBALT’s financial advisor, Alexis Winder, CFP, AAMS, at Edward Jones, 615 San Benito Street, Suite C, Hollister, CA, (831) 634-0694, [email protected]
4.???Support Our Community: Your contribution helps to sustain the beauty, biodiversity, and agricultural productivity of our region, benefiting both current and future generations.
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