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Gifts of stock and securities are one of the most attractive ways for you to leave a personal legacy. For many people, their portfolio of stock, bonds, and similar investments is the largest asset they own. As you do your estate planning, consider how gifts of stock can help you achieve the following objectives:
You are put on this earth to make a difference. Some cause is uniquely yours to help champion. As you reflect on your life, what issues have you been most passionate about? Caring for the poor and vulnerable? Fostering spirituality or education? Supporting environmental or cultural projects? Gifts of stock and securities can help you leave a meaningful legacy to further the important mission that you are called to do.
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