A Very Tax-Efficient Way To Make Substantial Charitable Donations

One challenge that older, better-off taxpayers have to deal with is managing their tax bill as they gradually dispose of their investments as they age. Another is deciding if, and how, to support favoured charities by donating surplus funds to them, again while alive or after death. If you have significant stock, mutual fund or ETF holdings, at some point you (or your executor, ahem Ö) are going to have to dispose of them. There is an effective way to donate these kinds of securities...