A gift of cash is a simple and easy way to make a gift.
Stocks and Bonds
A gift of securities is an easy way to make a gift. By making a gift of your appreciated stocks or bonds, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
A gift of real property (such as your home, vacation property, vacant land, farmland, or range or commercial property) can make a great gift while avoiding paying capital gains tax.
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For more information about matching your financial and philanthropic goals, call Lisa Long at 330.746.3250 ext. 175 or email her at [email protected] or contact your personal financial advisor today.