Looking to plan ahead? This Sample Will Wording document provides a clear guide to help you understand the standard language used in estate planning. Whether you're starting from scratch or refining your wishes, use this document as a helpful jumping-off point for your preparations.
Making a donation through a Gift of Securities (such as stocks, bonds, or mutual funds) is one of the most tax-efficient ways to support your favorite cause. When you donate publicly traded securities directly to a registered charity, you eliminate the capital gains tax you would normally owe if you sold the shares yourself.