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Sunday, September 5, 2010


Dear Friend,

Only decades ago, relatively few Americans owned stocks.  Real estate was a place where we lived or farmed, not where we invested.  Today we can track all our investments minute-by-minute, even on phones attached to our belts.  When is enough really enough?  Epicurus noted that "Wealth consists not in having great possessions but in having few wants."  We can all be a bit richer today not by searching for the next best thing, but by realizing we probably already have all we need.  That is true wealth.

Jamey Campbell

Vice President Stewardship Development


Just For You

Are you considering ways to benefit both family and charity in your estate? Would it be helpful to learn more about charitable plans that offer both benefits? Click here to receive your A Guide to Planned Giving brochure.



Chronic Illness – Care of Your Property

Personal Planner
If you have a chronic illness, you will need to care both for your person and for your property. Part II of this article will explain some of the specific preparations that are important to care for your property. >>>read further


Go To cmdagift.org


How to Find Long Lost Friends
"I would like to get back in touch with some long-lost friends from years ago. What's the best way to find them?" >>>read further

Go To cmdagift.org


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. >>>read further

Go To cmdagift.org


President Urges Passage of Small Business Tax Relief
On August 30th, President Obama spoke in a White House Rose Garden press conference about the economy and the Small-Business Tax Relief Bill. He suggested, "The bill, which has failed to pass a procedural vote several times in the Senate, would enable small-business owners to get the credit they need and eliminate capital gains taxes on key investments so they will have more incentive to act right now." >>>read further

Go To cmdagift.org


Stocks - Apple Unveils New Apple TV >>>read further
Bonds - Treasuries Ride on Jobs and Home Sales >>>read further
CD's and Mortgages - Mortgage Rates at New Record Low >>>read further

Go To cmdagift.org



Thank you for your interest in gift planning. To access any of this updated financial and gift planning information, please select our web page by clicking here.

Cordially yours,

Jamey Campbell
Vice President Stewardship Development
 
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Note: Articles, commentary and other materials in the GiftLegacy system are included solely as educational information. Since articles may not always reflect the current AFR or tax law, it may be necessary to run any illustration with a current version of Crescendo to obtain updated information. If professional services are required, all persons shall consult with their qualified professional advisors. Tax Quotes are courtesy of Jeffery L. Yablon, Washington, D.C.

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