appreciated asset donation Archives - Keel Financial Partners

Blocks being placed on top of each other on a blog about year-end charitable giving

Business planning Tax planning

September 18, 2025

Preparing for Year-End Giving: Smart Strategies for Meaningful Impact

As the year winds down, many families take time to reflect on what matters most.…

Financial Planning and Investment Advisory Services offered through Winthrop Wealth, a Registered Investment Advisor.

CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613

© Copyright 2025 Keel Financial. All rights reserved. Website by Outmark

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^™ certification mark,
and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

appreciated asset donation

Preparing for Year-End Giving: Smart Strategies for Meaningful Impact

Category