Appreciated Securities

Wills and Living Trusts

A gift in your will or living trust. If you aren’t ready to give up these assets during your lifetime, a gift of securities through your will or living trust allows you the flexibility to change your mind at any time. You can continue to receive dividends and participate in shareholder votes, and the securities are still yours if you need them for other expenses. In as little as one sentence you can ensure that your support for the Foundation continues after your lifetime and that your estate will benefit from a charitable estate tax deduction.

The Importance of Wills and Living Trusts