Planned Gifts
Carefully planned charitable gifts provide valuable support to our community while achieving your personal financial goals. Planned gifts offer the following advantages:
- Guaranteed income (often at higher levels) for the donor and/or beneficiary for life
- Protected income for retirement
- Professional management of assets
- Substantial current income tax deduction
- Avoidance of capital gain taxation on highly appreciated assets
- Reduction of state and inheritance taxes
- Ability to convert low-income assets into higher-income assets
We would be pleased to meet with you and your advisors to explore the benefits of any of the following gift vehicles.
Types of Planned Gifts