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·  Gift illustration
·  Complete gift description
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Is this gift for you?
·  Important reminders
·  Details on securities (stocks, bonds, mutual funds) transfer
·  Securities (stocks, bonds, mutual funds) transfer form
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Gifts of Appreciated Securities
(Is this gift for you?)

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 incur capital gains tax.
  • You want to make an outright gift to us, or a gift that will first return lifetime payments to you.

For more information

Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.