There are so many creative ways that you may make a future gift using your accumulated resources or assets, rather than income. Life insurance policies, property and publicly listed securities are just some of the most common methods. Please contact us today to find out how your Legacy Gift can benefit people in need now and for years to come.
It is always preferable to have independent, knowledgeable advice from legal and financial advisors when planning a substantial gift. They may suggest options for saving taxes now by transferring ownership of property, publicly listed securities or a life insurance policy to a charity. Or, they may have recommendations for the best way for you to make a difference through leaving a bequest in your will.