PLANNED GIVING

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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 affect your liquidity.
• You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
• You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.