Giving Odd Lots To A Good Cause

Published Saturday, December 01, 2007

Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing to do. But you can use that discussion to clean up your client's portfolio and simplify your own job too. I'm referring to the donation of appreciated stock, and specifically the “odd-lot” positions that clog up many a portfolio. Here's how you and your benevolent clients can save time, money, and headaches by giving away those pieces of financial flotsam. Nagging Notices Whether caused by reverse splits or long-forgotten spin-offs, many veteran ...

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