CREATE YOUR LEGACY THROUGH A PLANNED GIFT
Gift Planning is the integration of personal, financial, and estate planning goals with a person’s goals for lifetime or testamentary charitable giving. The right plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.
Whatever the reasons, U.S. tax law is designed to encourage planned gifts. Planned gifts provide YOU the donor with financial flexibility and tax benefits as well as the opportunity to truly help make an impact in your community.
Reasons for Making a Charitable Gift
- Tax benefit (immediately / over time).
- Make an immediate impact while receiving recognition.
- Receive other benefits, such as income stream.
- A desire to share one’s good fortune with others.
We welcome the opportunity to learn more about your wishes- we are here to help in any way we can. For additional information about Gift Planning and how you can leave a lasting legacy to help survivors of domestic violence, please emailJean Giovannelli Associate Director of Development or call at954-760-9800x 1433.