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Financial Advisor at Morgan Stanley

Anticipating a substantial capital gain event, such as the sale of a home or a business? Has your CPA recommended a Donor Advised Fund as a way to make charitable contributions that could help mitigate your capital gains tax? Call me to learn more about opening a Donor Advised Fund at Morgan Stanley, which may help you donate to your favorite charitable causes while potentially managing your tax bill.

MS GIFT: Donor Advised Fund

MS GIFT: Donor Advised Fund

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