Gifts of Appreciated Assets

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Give Hope by donating appreciated stocks, bonds, or mutual funds AND you may receive special tax advantages.

The benefits of donating appreciated assets

  • Claim an income tax deduction for the full market value of the securities.
  • Avoid paying capital gains taxes on any appreciation.
  • Donate outright or use to establish a gift that pay you income.

How to give appreciated assets

For information Contact Kent Karsevar.