A Guide to Planning Your Legacy

CHOOSE YOUR LEGACY

Gifts of Securities

A gift of securities (stocks, bonds and mutual funds) gives you the opportunity to provide vital support for innovative education programs that will meet the needs of students and contribute to the economy.

Benefits of Gifts of Securities By including The Havergal College Foundation as the full or partial beneficiary, your estate will receive a charitable tax receipt for fair market value and be exempt from capital gain taxation. This means you will receive the benefit of all of the capital gain appreciation to reduce taxes payable on other income.

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