Gift Planning

Breaking News: Record-low discount rates make April through June 2012 the best months in history for establishing a charitable lead trust.
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This year we felt it was an occasion to express gratitude for the excellent vision and mission of .
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My wife, Karen (deceased) and I made our gifts because she had deep feelings of loyalty and affection for .
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Did you know there are creative ways to support ? Ways in which , you and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and . For example:

  • You can make a gift that costs nothing during your lifetime.
  • You can give stock and realize larger tax savings.
  • You can get a monthly paycheck for life in return for your gift.
  • You can donate your house, continue to live there, and get a tax break all at the same time.

Where to Begin?