Consider making a larger gift that could offer you a greater tax advantage.
a gift used to be as simple as writing a check and it still can
be, if that is appropriate for you. Fortunately, however, today's
charitable donors can take advantage of several different strategies
that can increase the benefits of their gifts for the Foundation
and for themselves. Depending on your overall objectives, you may
be interested in gifting techniques that offer greater tax advantages
or to realize other benefits, such as:
Providing continual income for yourself or heirs.
Avoiding capital gains tax on appreciated securities.
Receiving a current income tax deduction.
you would like to find out more about making a gift to the BoatU.S.
Foundation for Boating Safety and Clean Water, please e-mail your
name, address and daytime phone to Pamela K. Misener, Financial
Advisor, Wells Fargo Advisors, LLC, at Pamela.firstname.lastname@example.org or call her directly at (866) 691-6236.
*It is recommended that donors consult with their own tax or legal
advisors prior to making a planned gift. BoatU.S. Foundation for
Boating Safety and Clean Water is not engaged in rendering legal,
investment or tax preparation services. If tax, legal, or investment
advice is required, you should seek the services of an appropriate,
competent professional. Also, the information presented on these
pages is based on external sources that are reliable; however, the
accuracy of the information is not guaranteed and could be subject
to change, i.e., changes in the tax code.
you for your support!
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