A bequest is simple and direct and can be changed should you want or need to do so.
Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
A simple way to make a charitable gift and receive an income.
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
Outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current income tax if you itemize.
Cash is easy. Write a check.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
A bequest is simple and direct and can be formally changed should you want or need to do so.
Designate a beneficiary now and change it later if your plans change.
A simple way to give and receive an income.
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
A qualified charitable distribution from your IRA — available to IRA owners age 70½ or over.
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