What assets can I use?
Most of the gift arrangements shown can be funded with any of the following assets. Please call us for more information.
  • Cash:
    Universaly accepted. The easiest way to fund a gift.
  • Appreciated Securities:
    The more appreciation, the more you can save on capital gains.
  • Real Estate:
    Free and clear is best, but all properties will be considered.




The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.