Donating Appreciated Assets to Charity | Waldron Partners Planned Giving Series

What if you could give more to the causes you care about without increasing your out-of-pocket cost?

In this episode of the Waldron Partners Planned Giving Series, we explore one of the most effective and tax-efficient charitable giving strategies: donating appreciated assets.

Whether you’re considering gifts of stock, real estate, artwork, or other valuable assets, this video walks through how these contributions work, why they’re so impactful, and how they can enhance both your charitable vision and your financial strategy.

In This Video, You’ll Learn:
• Why appreciated assets can be more powerful than cash gifts
• How donating stocks, mutual funds, or real estate helps you avoid capital gains tax
• IRS rules for deducting fair market value
• How these gifts can reduce estate taxes and strengthen your legacy
• Practical steps to complete a non-cash charitable donation
• Real examples of how donors have used appreciated assets to create lasting impact

We break down the strategy step-by-step with the thoughtful, personalized guidance you expect from Waldron Partners, helping you approach generosity with intention and clarity.

Donating appreciated assets allows you to:
• Give more without increasing your spending
• Avoid capital gains taxes
• Claim a charitable deduction based on fair market value
• Support nonprofits with resources they can use immediately
• Align your financial planning with your philanthropic goals

This approach amplifies the effect of your generosity and reflects the Waldron Partners’ belief that thoughtful planning drives meaningful impact.

Intro – 00:01
Why Consider Donating Appreciated Assets? – 00:35
What Are Appreciated Assets? – 01:30
Examples – 02:08
Financial & Tax Benefits – 03:00
Charitable Tax Deduction – 04:29
Philanthropic & Estate Impact – 05:21
Donating vs. Selling – 05:47
Steps to Donate – 06:26
Appraisal Tips – 07:20
Potential Challenges – 07:49
Real World Examples – 08:37
Outro – 09:29

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Securities and investment advisory services offered through Osaic Wealth., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.