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Giving Securities

One of the best gift vehicles for donors who want to provide current support are noncash assets that have increased in value. Our booklet, “Giving Securities,” explains in detail why gifts of stocks, bonds, mutual funds and other securities can be advantageous and includes valuable technical information for advisors.

Personalize by choosing the accent color and adding your full-color logo and cover image (or select one from our gallery). Contact your Sharpe Group consultant for guidance on how to create a fully customized version for your organization.

 

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Questions & Answers About Giving Securities

Looking for a shorter format brochure for a targeted campaign? "Questions & Answers About Giving Securities” can be personalized with your image and branding. 

mapHow To Use These Publications

  • Create a special targeted mailing to major and planned giving donors and prospects, particularly high-net-worth individuals you have identified from a wealth screening.
  • Include as an insert in gift acknowledgments.
  • Enclose with gift proposals and periodic pledge reminders.
  • Use as a response piece for digital messaging campaigns.
  • Provide to attendees of special estate planning presentations.
  • Leave behind or send as a follow-up piece for donor visits.
  • Add to literature racks along with other estate planning materials.

 

 

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