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.
Jimmy DiIorio, Executive Director
jdiiorio@dioceseofpueblo.org
719-544-9861 ext 1191
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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