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Assets You Can Give

Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Business Interests
Give an interest in a closely-held or family business.

Cash
Maximize your charitable deduction and deliver immediate benefits to .

Life Insurance

  • New Policy – You can fund a future gift for from your income instead of from capital.
  • Paid-Up Policy – Give the Society a policy you no longer need.
  • Gift Replacement – Create a life-income gift for yourself; use insurance proceeds to restore the value of your gift to benefit your heirs.

Partnership Interests
Support by transferring an interest in a real estate or oil-and-gas partnership.

Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Real Estate
Make a substantial gift to through a transfer of residential, commercial, or undeveloped real estate.

Retirement Plans
The balance of your retirement plan may be worth more when donated to than to your heirs.

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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