Appreciated Securities: Is this gift for you?

A gift of appreciated securities is for you if...

You are holding stocks, bonds, or mutual fund shares that have risen in value.
You want to maximize your deduction but not incur capital gains tax.
You want to make an outright gift to us, or a gift that will first return lifetime payments to you.

RELATED SECURITIES LINKS

>> Detailed description
>> Important reminders

For more information: email us, complete the personal illustration form, or call Ron Streitz, VP Planned Giving at (800) 841-4642 so that we can assist you through every step of the process.

Please note: The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner. (Read our legal disclaimer)