top of page

Intentional Legacy is now able to accept investment transfers ​through the generosity of Legacy Partners’ Financial Group, LLC!

Do you have an investment that’s done so well that you can’t afford to sell it because of all the capital gains taxes you’d pay? Instead of donating money out of your pocket, you can donate those shares of stock to your favorite charity – who can cash it in without paying capital gains, and you STILL receive a tax receipt for the full value of the gift!! 

Click here for information on how to initiate the investment transfer.
 

Watch this video from Legacy Partners’ Financial Group, LLC for more information on investment transfers
bottom of page