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Question

Can I gift or donate my concentrated shares?

Answer

Yes. Donating appreciated shares to a qualified charity or donor-advised fund can allow you to mitigate capital gains tax and potentially receive a charitable deduction. Gifting to family can also be a strategic way to shift future growth and reduce estate exposure. 

Related FAQs

Are there tax-efficient alternatives to selling concentrated stock outright?

How do equity awards affect my long-term financial plan?

How much of my portfolio is too much in one stock?
Unique Assets Concentrated Stock FAQs
Last Updated May 14, 2026
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