Gifts Anyone Can Afford
- You can make a gift that costs you nothing during your lifetime.
- You can make a gift that leaves your cash flow and current financial planning unchanged.
- You don’t have to use cash to make your gift; you can “buy low and give high” by making your gift with appreciated securities instead.
POPULAR GIVING ARRANGEMENTS
Gifts from a Retirement Plan - Give us assets subject to double taxation, and leave more to your family. Contact us to learn about the gifts from a retirement plan.
Gift of Stock and Appreciated Assets - Take advantage of appreciated securities without incurring capital gains tax. Contact us to learn more about gifts of stock and appreciated securities.
Gifts of Life Insurance - Make a significant gift to the refuge even without a large estate. Here’s how you can leverage your dollars for a larger gift. Contact us to learn more about the gifts of life insurance.