What type of asset would you like to use? |
Your decision tree... |
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Cash Easy to give and easy to deduct. |
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Securities Avoid capital gains tax. |
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Other Assets Creative planning can unlock the gift potential in many assets you may hold. |
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For more information
Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.