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Gifts of Cash

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Gifts of Cash
(Is this gift for you?)

A gift of cash is for you if ...

  • You are considering an outright gift made during your lifetime.
  • You want a charitable deduction to offset the largest possible amount of your taxable income.
  • You have few appreciated, low-cost-basis securities or other assets to contribute.
  • You enjoy surplus cash flow after meeting your expenses.
  • You would like a charitable deduction today but wish to retain an income stream too.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.