Sponsor Profile: The Buck Group at Merrill Lynch

by Emily Lovison, Corporate Gift Officer

The Center would like to welcome The Buck Group at Merrill Lynch as the sponsor of Applause magazine. The Buck team’s mission is to be the single best source for financial counsel, wisdom, advice, and execution to the achievement of the client’s lifelong goals, treating each client’s assets as our own.

The Buck Group is led by Wealth and Management Advisor, Thomas J. Buck. Tom has been with Merrill Lynch since 1981. He was honored by Barron’s in 2009 and 2010 as the No.1 Financial Advisor in Indiana and as one of the Top 50 Financial Advisors in the country; he was the only Financial Advisor chosen from a major firm in the Indianapolis market to receive the latter recognition. Tom and his wife Catharine live in Carmel with their four daughters. “Having watched my daughters dance throughout their youth, I am particularly thrilled to help bring performances to life through the Buck Group’s partnership with the Center for the Performing Arts” said Tom Buck.

Consider a year end gift of stock.

Year end is when many of us make charitable gifts to organizations we care about. These vital community investments can also have significant tax benefits as part of a larger wealth management strategy. Instead of a cash contribution, consider a gift of appreciated stock or securities as part of your year-end giving plan. Appreciated stock is a natural choice for year-end giving as it can offer significant tax benefits for the donor without impacting cash flow.

For example, Mr. and Mrs. Jones have held a company’s stock for ten years. The investment has performed well over the years. Instead of making a cash gift to The Center for the Performing Arts, Mr. and Mrs. Jones can make a gift of that stock, avoiding a tax on the realized gain—the difference between what you paid to purchase the stock and its current value. Mr. and Mrs. Jones also realize a sizable charitable deduction on their taxes—a deduction that can be used to offset other taxable events. Incorporating gifts of appreciated securities into your year-end giving plan can be a win-win for you and the organizations you support.

For more information, talk to your financial advisor or contact:
The Buck Group at 510 E. 96th Street, Suite 500
Indianapolis, IN 46240 or call 317.848.2124.

View the entire the Holiday issue of Applause here.