Gift Planning:
Your Legacy
We all hope our lives will leave a positive impact on those we love. As a result, most people who have the financial means remember loved ones in their estate plans. Leaving an inheritance is a special reminder to the recipient of their importance to you.
Some people can also consider a charitable beneficiary. Those who include Elizabethtown College in their estate plan elevate the College to the level of family. Elizabethtown is honored to be the recipient of this support and stewards it carefully.
Including Elizabethtown College in your Estate Plan
A decision to leave a deferred gift to the College requires thoughtful planning that encompasses a variety of variables. These might be considered with a financial planner or family members. This web site can provide some useful information for consideration and discussion.
There are many types of deferred gifts. Some are as easy as naming the College beneficiary of an IRA or insurance policy. Most are simple bequests. Still others provide a life income, like a Charitable Gift Annuity or Charitable Trust.
All gifts are important and all leave a legacy to the generations that follow — all serve tomorrow. For information on deferred gifts, please see the side bar of this web site or contact Elizabeth Dahmus, Executive Director, Gift Planning, at 717-361-1545.
New Planning Tips for the Month:
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More
5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More
What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More
Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More
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Your Legacy
We all hope our lives will leave a positive impact on those we love. As a result, most people who have the financial means remember loved ones in their estate plans. Leaving an inheritance is a special reminder to the recipient of their importance to you.
Some people can also consider a charitable beneficiary. Those who include Elizabethtown College in their estate plan elevate the College to the level of family. Elizabethtown is honored to be the recipient of this support and stewards it carefully.
Including Elizabethtown College in your Estate Plan
A decision to leave a deferred gift to the College requires thoughtful planning that encompasses a variety of variables. These might be considered with a financial planner or family members. This web site can provide some useful information for consideration and discussion.
There are many types of deferred gifts. Some are as easy as naming the College beneficiary of an IRA or insurance policy. Most are simple bequests. Still others provide a life income, like a Charitable Gift Annuity or Charitable Trust.
All gifts are important and all leave a legacy to the generations that follow — all serve tomorrow. For information on deferred gifts, please see the side bar of this web site or contact Elizabeth Dahmus, Executive Director, Gift Planning, at 717-361-1545.
New Planning Tips for the Month:
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More
5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More
What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More
Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More
