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Taxation in the United States / Capital gains tax / Income tax in the United States / Insurance / Income tax / Charitable Gift Annuity / Universal life insurance / Investment / Financial economics / Life insurance


Financial Planning Tips! Making a Charitable Gift with Appreciated Stock If you are the owner of stock that has appreciated in value over the years, you may wish to consider helping your church by donating that stock. Ho
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Document Date: 2013-09-25 13:09:35


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insurance gift.docx / life insurance policy / /

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Green Bay / /

Organization

Catholic Foundation for the Diocese of Green Bay / /

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Position

tax and financial advisors / stock broker / tax advisor / /

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