Planned Giving at THE ASSOCIATED

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Step 1: Explore
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Step 2: Research
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Step 3: For Professionals
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Step 4: Contact
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Frequent Questions Glossary

Legacy Planner

What assets can I use?

Most of the gift arrangements shown can be funded with any of the following assets. Please call us for more information.

Cash:
Universaly accepted. The easiest way to fund a gift.
Appreciated Securities:
The more appreciation, the more you can save on capital gains.
Real Estate:
Free and clear is best, but all properties will be considered.

THE ASSOCIATED
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Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

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