Planned Giving
Planned giving includes both outright and deferred gifts, both of which have tax advantages sanctioned by the Internal Revenue Service. Charitable gifts are becoming more popular as major components of long-term financial and retirement planning programs.
Outright gifts include gifts of cash, securities or property. Deferred gifts involve the irrevocable transfer of an asset to a charitable organization, allowing you to retain either an income stream or the remainder interest. Current tax laws permit several planning alternatives for deferred gifts allowing the donor to receive a charitable income, gift, or estate tax deduction.
If you are considering a planned gift, please consult with a financial advisor to explore ways in which a gift in your lifetime may be advantageous not only to you and your heirs, but also to 91勛圖厙.
Get in Touch
Fax: (518) 629-7575