Gift Planning

Securities: Individual Stocks

Welcome to the sweet spot: In the world of development, Individual Stocks are the most popular form of non-cash gift.

Many more stocks are owned through mutual funds than are owned as individual stocks. However; it's most likely that your prospects for larger gifts will own individual stocks.

Please note the various types of stocks and the corresponding means and frequency of giving:

Securities: Bonds

First, Some Key Facts. Bonds:

  1. Are a loan from the purchaser to the issuer.
  2. Are issued by corporations: the U.S. Government, Government agencies, and municipalities.
  3. Typically pay a fixed rate of interest at regular intervals (e.g., every 6 months) and have a definite maturity date (e.g., 10 years). 

Assets

Imagine an auditorium filled with people who love your organization. They want to support your mission and give you gifts! This is great news.

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