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Hamilton Plans Newsletters

Fall 2013

Capture Your Gains in a Tax-Efficient Way

Hamilton donors have used charitable contributions to make investment shifts in a tax-wise way. Several simple strategies may allow you to provide for the College and:

  • lock-in the current value of securities.
  • diversify or re-balance your portfolio.
  • increase your cost basis.
  • avoid recognition of forced gain.
  • secure fixed payments for life with a charitable gift annuity.