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
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.