Appreciated Securities
(Is this gift for you?)
A gift of appreciated securities is for you if ...
- You're holding stocks, bonds, or mutual fund shares that have risen in value.
- You want to maximize your deduction but not affect your liquidity.
- You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
- You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.
For more information
Email us, complete the personal illustration form, or call us at (800) 797-8022 Ext. 5 so that we can assist you through every step of the process.
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