Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Take advantage of appreciated securities without incurring capital gains tax.
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.
Your business is growing. How can you preserve some of its value for your family?
Offers flexibility to invest and manage your gift, with the security of stable income.
Offers maximum flexibility with regard to the investment and benefits of your gift plan.