Gifts Anyone Can Make

• Gifts of Stocks and Bonds
  Gifts of Stocks and Bonds
  A gift of appreciated assets or securities can maximize your tax savings.
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• Gifts of Real Estate
  Gifts of Real Estate
  A gift of real estate can reduce taxes and eliminate the burden of maintaining or selling your property.
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• Gifts of Retirement Assets
  Gifts of Retirement Assets
  Designate DEI as a beneficiary of a retirement plan and minimize taxes while leaving less taxed assets to loved ones.
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• Gifts of Cash
  Gifts of Cash
  A gift of cash is a simple and easy way for you to make a gift.
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• Gifts of Insurance
  Gifts of Insurance
  If your life insurance policy has outlasted its original purpose, consider making a gift.
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• Bequest
  Bequest
  Designate DEI as the beneficiary of your asset by will, trust or beneficiary designation form.
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• IRA Rollover
  IRA Rollover
  You can make an IRA rollover gift this year and in future years.
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• Life Estate Reserved
  Life Estate Reserved
  Donate a residence and continue to live there for life.
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