What to Give

pic_client01Learn more about the assets most commonly used to fund a gift.

Gifts You Can Make Anytime

  • Cash
  • Securities
  • Real Estate
  • Closely Held Stock
  • Life Insurance
  • Tangible Personal Property

What You Can Give After Your Lifetime

  • Retirement Plan Assets
  • Savings Bonds
  • Life Insurance Death Benefits
  • Cash
  • Securities
  • Real Estate
  • Closely Held Stock
  • Tangible Personal Property