• You can make a gift that costs you nothing during your lifetime.
• You can make a gift that leaves your cash flow and current financial planning unchanged.
• You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.
• You can give an asset you no longer need or want.

• You can make a gift that costs you nothing during your lifetime.
• You can make a gift that leaves your cash flow and current financial planning unchanged.
• You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.
• You can give an asset you no longer need or want.

Give to the American Heart Association without affecting your cashflow during your lifetime.

Give us assets subject to double taxation, then leave more to your family.

Here's how to take advantage of appreciated securities without incurring capital gains tax.

You don't need a large estate to make a significant gift to us.

A valuable asset you can donate in exchange for powerful tax benefits and even an income stream for you and/or your loved ones.

Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?  We have several plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time.

Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?  We have several plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time.

• You can greatly reduce estate and capital-gain tax cost of passing appreciating assets on to your children.
• You can receive cash in return for your gift, and apply it towards any financial need.
• You can contribute rental property, continue to draw rents, and get a tax deduction.
• You can donate your home, continue to live in it, and get a tax deduction.

Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Your home is your biggest asset. How can you make a gift to us and still keep on living there?