It’s the time of year to spread holiday cheer! Kieu Le Turk, CFP® is here to share a great way for to support the charities near and dear to your heart, get a double tax break on your gifting, and take advantage of Apple’s $10k matching gift program.
There are five main steps to do this:
1. Open a Donor Advised Fund
2. Gift your Apple shares with the lowest purchase price to your DAF
3. Start gifting to your favorite charities from your DAF
As you can see, giving to charity can be a very straight forward process. However, there can be some complicated financial issues surrounding it. As Apple employees, you have a such a great opportunity to support your favorite charities and further their cause – all while getting some significant tax benefits!
At Austin Private Wealth, we are happy to help you figure out the best way to use this strategy for your charitable giving.