09/10/2026
Each week, we share insights into charitable giving with our community of CPAs, estate attorneys, and financial advisors.
ℹ️This week's topic: What happens if your client wants to give government securities to a nonprofit?
Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations. We share why identifying exactly what your client owns is an important first step before taking action.
Read the article here: https://cffound.org/what-happens-if-your-client-wants-to-give-government-securities-to-a-nonprofit/
Want to get these insights right in your inbox? DM us or email Steve Jerina, MPA, CAP® at [email protected]!
Government securities are a good example. Although clients may think of these investments as a single asset category, “government securities” actually