Welcome to Gift Planning
Making a planned gift is a wonderful way to show your support and appreciation for The Florida Bar Foundation and its mission, while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have helped the Foundation advance its mission.
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.Continue reading
The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to The Florida Bar Foundation. We would be pleased to discuss, in confidence, ways in which you may support The Florida Bar Foundation. These measures may also have an impact on your estate planning.
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