Charitable Bargain Sales
(Is this gift for you?)

Transfer property through a charitable bargain sale if...

• You want to use your home or other appreciated asset to make a gift, but retain some of its value for your personal needs.
• You are looking for a gift plan that can return significant financial benefits to you, and provide income and capital gains tax relief.

For more information

Email us, complete the personal illustration form, or call us at 800-223-6011 so that we can assist you through every step of the process.