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Gifts of Securities

Be prepared to talk with your donors about these excellent gifts.
It's gonna be a great season for gifts of appreciated securities.
Just in time for year-end giving madness, we are releasing a new CFRE certified course on securites. Learn the fundamentals of gifts of securities including when they make good gifts and how to accept them. The course includes information about:
- Bonds
- Closely Held Stock
- Individual Stocks
- Mutual Funds
- Treasury Bonds, Bills and Notes
CFRE Credit
Completion of this course is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.