Tuesday, December 12, 2006

The Alma-Mater Attempts the Hard Sell

You are receiving this email because of your affiliation with the University.

Record-setting market offers year-end giving options

As year-end approaches, charitably minded shareholders are discovering some very attractive opportunities to use their appreciated stock in their charitable planning through both outright and life-income gifts, thereby realizing the full value of their investments.
This and other tax-wise giving ideas for year-end are found in the current issue of our newsletter and in our brochure "Year-End Giving 2006: Building on the Basics."
To request your copy of the brochure, go to our secret website and complete the request form.
You should consult your personal financial advisor about the applicability to your situation of the legal principles contained herein.

Office of Trusts and Estates
at The University