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Gifts of 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 incur capital gains tax.
  • You want to make an outright gift to us, or a gift that will first return lifetime payments to you.

For more information

Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.




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