For many people, investments in securities represent a significant portion of their assets. Stocks and other investments are often an important part of one’s long-term plans, providing a nest egg to rely on in the future. Did you know that your investments can also be an excellent source of charitable gifts? Stocks, bonds, mutual funds, and other securities that you have owned for more than one year not only make convenient gifts, but can provide you with welcome tax benefits as well. Please call us at 740-383-3108 to discuss a donation of stocks or securities.