This document discusses charitable planning techniques for high net worth individuals. It outlines strategies for making charitable donations using appreciated assets to receive an income tax deduction while bypassing capital gains tax. The document recommends donor advised funds as an easy way to donate appreciated stock and receive tax benefits while taking time to research worthy charities.

1. 02-30618.0.wpd - cpc_765131-1.pdf http://www.charitableplanning.com/cpc_765131-1.pdf
1 of 2 3/29/2013 4:04 PM

2. 02-30618.0.wpd - cpc_765131-1.pdf http://www.charitableplanning.com/cpc_765131-1.pdf
2 of 2 3/29/2013 4:04 PM