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Unit 10 - The Gifts: Securities

In this Unit you will discover why gifts of appreciated securities are a wonderful way for donors to make major gifts to your organization with favourable tax outcomes. Download a step-by-step chart on how to handle gifts of securities, and learn about flow through shares.

On Your Way to Gift Planning

  • In this Unit you will discover if your organization is ready to begin, and about gift planning vocabulary, how to obtain internal support (an advocate) and how to download a step-by-step chart outl