Planned giving is certainly one of the best ways to invest in the future of health care in your community and demonstrate your generosity while enjoying different tax benefits. It is a meaningful gesture with a continuous impact.
The planned gift fits easily into a financial, estate or tax planning process. It consists in a donation, either during your lifetime or on your death, of a portion of the assets accumulated over the years while taking into consideration your personal, family and tax situation. It is a tangible gesture that can be made by anyone who wishes to support a cause close to their heart over a longer period of time.
Whether it takes the form of a bequest, the proceeds of a life insurance policy, securities or an endowment fund, the planned gift can be advantageous to you. Discuss it with your financial advisor.
To give a planned gift is to sow the seeds of hope for a brighter future.