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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
Email us, complete the personal illustration form, or call us at 1-800-817-8943 so that we can assist you through every step of the process.