Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
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.
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.