GIVE AT CHAPARRAL
As 2020 draws to a close, we want to make sure you are aware of a unique giving opportunity related to the annual limitation for charitable tax deductions.
- Marketable securities, such as stocks, bonds, or mutual fund shares
- Life Insurance – name Chaparral as a beneficiary
- Planned Gifts – give via retirement assets, bequests, will, or trust as a part of your overall personal financial strategy
For more information about these options, contact Chaparral’s Finance Officer, Don Ritter. Please consult your tax attorney or CPA about how the general information above can apply to your situation.