PLANNED GIVING
Assets to Give
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.
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
