Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Planned Giving
Take advantage of appreciated securities without incurring capital gains tax.
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Your business is growing. How can you preserve some of its value for your family?
Offers flexibility to invest and manage your gift, with the security of stable income.
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.
A gift that offers variable income for you today, with the opportunity for future growth.
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.