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.