• Goals
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  • Goals
  • Recognition
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Goals

Reduce Taxes within Your Estate

Immediate Tax Benefit

Reduce Tax on Capital Gains

Receive Income for Life

Reduce Taxes within Your Estate

Immediate Tax Benefit

Reduce Tax on Capital Gains

Receive Income for Life

Goals
  • Reduce Taxes within Your Estate
    • Bequests
    • Stocks & Securities
    • Registered Funds
    • Life Insurance
    • Gifts in Kind
    • Gifts from Holding Company
    • Flow-Through Share Donation
  • Reduce Tax on Capital Gains
    • Bequests
    • Stocks & Securities
    • Gifts from Holding Company
  • Immediate Tax Benefit
    • Stocks & Securities
    • Life Insurance
    • Charitable Gift Annuities
    • Charitable Remainder Trusts
    • Registered Funds
    • Gifts of Residual Interest
    • Gifts in Kind
    • Gifts from Holding Company
    • Flow-Through Share Donation
  • Receive Income for Life
    • Charitable Gift Annuities
    • Charitable Remainder Trusts

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