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