Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Take advantage of appreciated securities without incurring capital gains tax.
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.
Your business is growing. How can you preserve some of its value for your family?
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Younger donors can make a gift, save for retirement, and lower their taxable income.
Your home is your biggest asset. You can even use it to make a gift and still live there.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.