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Assets

Once you’ve evaluated your objectives, it is time to consider the assets you have available for use in a planned gift.

Other than cash, which can be given through any planned giving tool, there are a variety of assets you can give. Each asset is appropriate for certain planned giving tools, so it is important to consider both the asset and the tool to decide if there is a way to structure the gift using an asset in a way that fits your objectives.

Your gift of securities, real estate, or other assets can make a meaningful difference in someone else's life and potentially bring you tax and other benefits.

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For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.