Planned Giving

Integrating charitable giving with financial and estate planning makes sense. Once your client has provided for their loved ones, they may next wish to satisfy their philanthropic goals. Gifts to charity can dramatically reduce estate or income taxes.

Many planned giving options are available to accomplish tax and philanthropic goals. Some take effect during the client's lifetime; others become effective after the client's death. Some can be structured to provide life income for donors or their loved ones.

Benefits:

• Avoid capital gains tax on appreciated value
• Create income for life
• Reduce estate taxes
• Charitable intent will be carried out
• Assets preserved in perpetuity
• Create a permanent legacy

Some Planned Giving Strategies:

• Bequest by will
• Charitable Gift Annuity
• Charitable Remainder Trust
• Charitable Lead Trust
• Life Estate
• Life Insurance

For illustrations of the power of planned gifts, The Community Foundation uses PGCalc software to create charitable gift planning options. Advisors may request a free illustration by simply contacting Bob Roberts for further information regarding this service.