Gifts Anyone Can Make
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Gifts of Stocks and BondsA gift of appreciated assets or securities can maximize your tax savings.
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Gifts of Real EstateA gift of real estate can reduce taxes and eliminate the burden of maintaining or selling your property.
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Gifts of Retirement AssetsDesignate 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 CashA gift of cash is a simple and easy way for you to make a gift.
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Gifts of InsuranceIf your life insurance policy has outlasted its original purpose, consider making a gift.
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BequestDesignate DEI as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA RolloverYou can make an IRA rollover gift this year and in future years.
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Life Estate ReservedDonate a residence and continue to live there for life.
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