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by 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

And also so they can revise their estimates of your net worth so they know how much to ask for without making it awkward.
It would be significantly more tax-efficient for the donor to donate (appreciated) stock.