Appreciated Securities

Gifts of Appreciated Assets (Appreciate Your Appreciated Property)

Even in the current economic climate, many of your donors are holding stocks that have appreciated significantly, and many of them don’t know the benefits of giving appreciated securities...

Gifts of Appreciated Securities

Let your prospects know how they can save by using this essential gift planning technique: giving appreciated securities instead of cash.

Includes an example, planning points and...

Make a Gift Without Using Your Checkbook or Credit Card!

The headline alone should get your donors’ attention – make a gift without using your credit card or checkbook – how is that possible? Savvy donors have already figured out that funding their...

Why Give Stocks Instead of Cash?

Although donors may consider using shares of appreciated stock for a capital gift, they may not be aware of the option to use them to fund an annual or year-end gift. Donating shares of stock can...