Stock & Other Appreciated Securities

Stock & Other Appreciated Securities

Gifts of stock or other appreciated securities are an incredibly powerful way to give to Southeastern while saving you money on taxes.

Benefits:

• You may eliminate capital gains taxes on highly appreciated securities.
• You may receive a charitable income tax deduction.

 

Other Powerful Ways to Give Appreciated Securities

Charitable Gift Annuity – Set up a gift annuity with Southeastern to receive fixed income payments for life and leave the remainder to us.

Charitable Trusts – Setting up a Charitable Trust is a tax efficient way to give to Southeastern while still taking care of you and your loved ones. You decide when and how you, your loved ones, and Southeastern will benefit from these trusts.