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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

  • Discover a comprehensive unit covering such topics as a Donor’s Bill of Rights, Confidentiality policy, and many pointers and helpful hints on reaching out to donors such as using new media,