Leaving a Living Legacy Gift Now
In addition to joining the Baroque Forever Society by including MOB in your estate plans, consider making a lifetime gift now so that you can enjoy the impact of your generosity and support for MOB sooner rather than later.
Market values are at record highs. You can harvest some gains, get some great tax benefits, and lock in that value for the benefit of your favorite organizations like MOB!
- Donate appreciated securities
- Avoid paying capital gains tax on those investments
- The full value can be used as a charitable income tax deduction for you
- MOB benefits from the current market value (no taxes paid)
Consider establishing a Donor Advised Fund (DAF) if you are making more significant gifts of appreciated securities.
Please contact Jason Givan for additional information on Baroque Forever Society and donating appreciated securities.