What to Give
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.More |
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Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.More |
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.View Presentation |
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