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All content tagged: "mutual funds"

A carefully planned charitable gift provides you and your loved ones with immediate benefits, which include:

  1. Immediate federal income tax deduction for all, or a portion, of the value of the gift.
  2. ...

 
Investing in Interlochen can take many forms---including gifts of securities. We are equipped to accept stocks, bonds, and mutual funds.

Just follow the steps outlined here, or give us a call at 231.276.7623.

How to...

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