Prudently planning future charitable commitments can significantly enhance the effectiveness of your overall financial plan in a variety of ways, depending on the option you choose and your general tax circumstances. Along with the satisfaction of improving health of our citizens, economic advantages can include:

• Significant income-tax savings
• Reduction in estate taxes
• Avoiding or spreading impact of capital-gain taxes
• Increased current income options that combine a charitable gift with life income to the donor/spouse.

Planned gifts may include cash or property in virtually any form that is acceptable for current gifts. Please follow links below.

Planned Giving Opportunities We offer a variety of ways to build a future charitable legacy. Read more ...

Life-Stage Gift Planner This feature will help you plan your gift. We will talk about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation. Read more ...

Featured Article—Repeal of the Federal Estate Tax for 2010: A Follow-Up on Last Month's Article Read it here ...

 

Note: Specific impact on income enhancement and tax savings will vary based on individual donor's circumstances. The generic data we present throughout this website should not be construed as personal-planning or tax advice, as we encourage potential donors to review these options with a trusted tax advisor.

   
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