Planned Giving
Leave a legacy that lasts...
Appreciated Securities
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.
More
- Picture this gift. Click here.
- Read more detail. Click here.
To learn more about Appreciated Securities, Email us, complete the Information Request form, or call us at 1-800-432-1ESR so that we can assist you.
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