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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

  • This Unit will cover other types of planned gifts such as annuities, tangible assets, large outright gifts of cash, and many more exciting options.