Investment Management ∙ Retirement Planning ∙ Family Wealth Transfer

Gift Options

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Planned Gifts Calculator

View a presentation that shows the benefits of a planned gift based on your property and goals.
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For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you, plans to give you hope and a future. Jeremiah 29:11 (NIV)

This site is published for residents of the Unted States only. Please note that not all of the investements and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed in this site. Contact us for information and availability.

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BDC Capital Management is an Independent Investment Advisory Firm.
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
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