Planned giving ensures that after a loved one passes away their wishes are met. There may be local laws which will dictate what happens to your assets if you do not state your intentions in a Will. A financial plan can help make a difference to you and your family, and even your community.
A simple way to make a difference after your passing is through a gift to Mountain Stream if you so choose. We have found the best way to make a gift is in the form of a bequest. Bequests are made through gifts of cash, securities, real estate, and tangible personal property.
If you are interested in establishing your intentions for your estate in this way, we can assist you, working directly with you and/or your professional financial advisors.
Stock Transfer Gift
A gift of stock allows you a tax deduction for the market value of the donated stock (not just your cost basis). If the stock you intend to donate has been held for more than one year, you can avoid capital gains tax on any appreciation of the stock by donating the stock prior to sale. Mountain Stream would benefit by selling the stock without paying taxes on the gain, and you benefit from making a contribution that would be larger than what you might have been able to donate in cash.
If you are interested in finding out more about gifting through this, please email or call.