The Power of Parenting
Monday, 19 October 2020
Planned Giving
Gift planning is an exciting opportunity to make significant and lasting contributions to the organizations you care about. Planned giving provides both donor and heirs with income tax advantages. In some instances depending on the type of gift tax benefits can be realized in the donor’s lifetime.
There are many ways to make a planned gift including (but certainly not limited to) bequests, gifts of securities, life insurance, and annuities. Donors can designate the planned gift or support the organization’s core mission and the organization’s effort at that moment to support the mission. It is best to consult with the organization so we know to thank you and make certain we can fulfill your wishes.
Always consult with an expert before making a gift of this nature – an estate planner or lawyer – will be able to provide you with personalized advice
Make a Planned Gift in Your Will
Make a Gift of Life Insurance
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