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Gift Planning

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Home >> Offices >> College Advancement

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Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan
Resources Frequent Questions Glossary

Appreciated Securities

A gift of appreciated securities is for you if ...

• You're holding stocks, bonds, or mutual fund shares that have risen in value.
• You want to maximize your deduction but not affect your liquidity.
• You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
• You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.

More

• Picture this gift. Click here.
• Read more detail. Click here.

To learn more about Appreciated Securities, Email us, complete the Information Request form, or call us at 410-810-7411 so that we can assist you.

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