Planned Giving
Planned Giving
Cash vs. Stock Calculator
Giving stock could be more beneficial than giving cash. Calculate your personal illustration below!
Giving stock could be more beneficial than giving cash. Calculate your personal illustration below!
Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.
You can plan a gift that will not affect your cash flow.
Take advantage of appreciated securities, avoid tax.
Make a significant gift, no matter the size of your estate.
Donate double-taxed assets and leave more to family.
Make a gift from your DAF, or name us a beneficiary.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Michele Harrell, Development Director
mharrell@agewelltn.org
615-353-4235
The gift planning information presented on this Planned Giving website of AgeWell Middle Tennessee is not offered as legal or tax advice.
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