Nest Egg!
Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
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Nest Egg!
One Big Beautiful Way to Give to Charity
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In this episode, Lisa James and Lori Zager dive into the significant tax advantages of donating appreciated stock directly to charity, explaining how this strategy allows you to both avoid capital gains tax and receive a charitable deduction, effectively increasing your giving power. They walk through the practical mechanics of transferring securities to charitable organizations and highlight common pitfalls to avoid.
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