Tips From Merrill Lynch How To Optimize Your Charitable Giving

As we head into the season of giving, we here at BOSC realize that we are all faced with lots of opportunities to give back in support of incredible non-profit organizations in our communities. While we do hope you will choose Boulder Open Space Conservancy as one of your beneficiaries, we know its important for our whole community when other organizations are supported as well.

Here are some tips from Merrill Lynch to amplify your donations this season.

1. Save on capital gains taxes by donating appreciated assets that you’ve held for more than a year.

2. Anticipate “bonus” income such as the sale of a business, vested stock or a deferred compensation plan.

3. Use your wealth to create a personal legacy with the greatest possible impact on your philanthropy and the causes you care most about.