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.
Younger donors can make a gift, save for retirement, and lower their taxable income.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.