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Donation of Shares & Assets

shares
A general bequest is a gift of money or other property – stocks, bonds, jewelry – that can be paid or taken from an estate’s general assets as stated in the will. 

Your charitable bequest is a gift intended to contribute to a good cause, while at the same time reducing the taxes owed on the estate by your beneficiaries.

Contact us to discuss your donation or bequest today.

Download the Transfer of Shares Form here: