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.

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 stock
• S-Corp stock
• FLP or LLC shares

Inquire About Appreciated Assets


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