A gift of appreciated securities includes stock, bonds, or mutual funds. Outright gifts of securities can be made quickly and these gifts can have very attractive tax benefits.
MoreGift Planning
Planned giving is a process that brings your financial and philanthropic goals together in a plan that’s advantageous to you—and impactful to the people and the organization you wish to help. A planned gift is part of your financial or estate planning, and can be made in a person’s lifetime, or as part of their will.