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Charitable Bargain Sale
(Is this gift for you?)

A charitable bargain sale is for you if ...

• You want to use appreciated property, including securities, your home or other real estate as a gift asset, while retaining some of its value for your personal needs.
• You are willing to sell your property to us for an amount below its fair market value.
• You are looking for a gift plan that can reduce your capital gains liability, generate a charitable deduction, and give you cash for your property.
• You can also use a charitable bargain sale to transfer appreciated securities or other assets to us.

For more information

Email us, complete the personal illustration form, or call us at (888) 949-2577 ext. 212 so that we can assist you through every step of the process.