I donate stock that has appreciated the most in my portfolio. I’ll do this by selecting the asset (eg the share of the fund), identifying the tax lots, then sorting by cost basis. If you’re gonna avoid gains, avoid the largest ones!
Would be very nice if there was a “donate” button next to the “sell” button for each tax lot. Unfortunately no one makes this part easy.
I donate stock that has appreciated the most in my portfolio. I’ll do this by selecting the asset (eg the share of the fund), identifying the tax lots, then sorting by cost basis. If you’re gonna avoid gains, avoid the largest ones!
Would be very nice if there was a “donate” button next to the “sell” button for each tax lot. Unfortunately no one makes this part easy.