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PLANNED GIVING & STOCKS

PLANNED GIVING  

A properly formulated gift and estate plan can help you reduce or eliminate capital gains and gift and estate taxes and even realize tax savings immediately.  At any stage of life, you can plan for a balance of personal, financial goals and philanthropic desires. Your legacy will support the future growth of LaAmistad and ensure that lives will be changed for generations to come.  

There are a variety of ways to create your individualized planned giving.  

  • Beneficiary Designations 
  • Charitable Gift Annuities 
  • Charitable Remainder Trusts 
  • Charitable Lead Trusts 
  • Endowed Gifts 
  • Real Estate 
  • Wills and Living Trusts 
  • Memorial and Tribute Gifts  

For more information, please contact our Development Team.

GIFTS OF STOCK 

The financial benefits of gifts of stock have two primary benefits: a charitable deduction for the current fair market value and no capital gains tax on the appreciation. If you are interested in further exploring stock transfers for the benefit of LaAmistad, please contact our Development Team.

 

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