LASTING BENEFITS

Why Give Appreciated Assets?

Giving appreciated assets such as stocks, bonds, mutual funds and real estate provide double tax benefits that you normally receive with a cash gift.

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What Kind of Appreciated Assets Can You Give?

You can give appreciated assets such as:

  • Publicly Traded Stock
  • Mutual Funds
  • Bonds
  • Cryptocurrency
  • Real Estate
  • Business Interests
  • Gold and Silver
  • Mineral Rights
  • Private C-Corp or S-Corp Stock
  • FLP or LLC shares
  • Intellectual Property rights
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Inquire About Appreciated Assets

Get Started with Your Planned Gift Today

Whether you are ready to create a legacy gift or simply want to learn more about your options, we are here to help.