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CrazyStat
2474 days ago
>It was hinted to me that it automatically annotates donor records with SEC stock transaction disclosures
I assume this is so they can hit you up for money right after you sell a bunch of stock? Clever.
2 comments
chrismaeda
2473 days ago
And also so they can revise their estimates of your net worth so they know how much to ask for without making it awkward.
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areyousure
2473 days ago
It would be significantly more tax-efficient for the donor to donate (appreciated) stock.
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