Annual gifting and cash donations are always appreciated, however, you can help SigEp, your family and yourself by strategically planning your donations.
You can leave a legacy with SigEp by creating a trust while you are living or by including other appreciated securities in your gifting strategy. This often unlocks greater income while eliminating, or at least reducing, capital gains tax.
If you want further information, fill out the contact form below and we’ll contact you.