Donating Securities to Charity

Zzzzzz1234

Lately, I have been donating some of my appreciated securities to charity which avoids any taxable capital gains. Is there a proper way to deal with this transaction in PS, or would I just place a Sell transaction followed by a Withdrawal transaction?

Thanks!

VidasMatelis

For TransType your options are:
- Sell+Withdrawal
- SymbolTransferOut
- SymbolTransferOutAsSale

Even you did not had any TAXABLE capital gains, your portfolio still had capital gains and you want to capture that.
I probably would use SymbolTransferOut with the price set as the price at the time of trasfer out.