Gifting Letter to Keep Identity Safe

Gifting letter to keep your identity safe (CAP1)


This is an example of a letter that you can give to your "private banker" to assist you in keeping your identity secure but also at the same time allow you to give to others who are in need.

This is an example for gifting someone $13,000(tax-free - $13,000/per person or $26,000/per couple)!

If you decide to gift more to a particular person, you will have to fill out a separate form for your taxes (the % below also will change accordingly)!

The law now states that you can gift up to $5 Million - through 2012 - tax-free (this is also in your life-time; one time).

This does not include when you give to a charity which is considered a charitable donation and is completely separate!

So let's all do our part to "Pay-It-Forward" and to help others who are in need (and also who just refused to see the light at the end of the tunnel
regarding this blessing)!!!
- m.
________________________________________

On behalf of my client, who wishes to remain anonymous, please accept this generous gift and consider the following to be a "good steward"of your money:

1. Pay-It-Forward: Take 10% ($1,300) and give it to someone else in need;

2. Pay Yourself: Take 10% ($1,300) and do something special for yourself - and ENJOY;

3. INVEST in your future: Take the remainder and put a portion into your local bank account(if you don't have an IRA, open one); pay down a portion of your debt.

If you have any questions regarding this letter, feel free to give me a call but rest assured that this is real and you will have no problems in depositing the check.

Again, on behalf of my client, many good wishes On behalf of my client, who wishes to remain anonymous, please accept this generous gift and consider the following to be a "good steward"of your money:

1. Pay-It-Forward: Take 10% ($1,300) and give it to someone else in need;

2. Pay Yourself: Take 10% ($1,300) and do something special for yourself - and ENJOY;

3. INVEST in your future: Take the remainder and put a portion into your local bank account(if you don't have an IRA, open one); pay down a portion of your debt.

If you have any questions regarding this letter,feel free to give me a call but rest assured that this is real and will have no problems in depositing the check.

Again, on behalf of my client, many good wishes to you throughout 2012.

Sincerely,



Name of Private Banker
Contact #

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