Planned Giving at THE ASSOCIATED

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Legacy Planner

What are my giving options?

Make a gift using cash.

Easy to give. Provides the largest tax deduction.

Make a gift using assets other than cash.

Receive a deduction for the full value. Avoid capital gains tax too.

"Loan" an asset for some time, then take it back.

Give up control temporarily and receive generous tax benefits.

Immediate tax benefits.

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