Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Steve Chargin, Director of Finance and Operations
schargin@dioceseofpueblo.org
719-544-9861, ext: 1131
The gift planning information presented on this Planned Giving website of the Catholic Foundation is not offered as legal or tax advice.
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