Planned Giving and Bequests
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Sandia Prep has a comprehensive planned giving program and accepts gifts of bequests, life insurance, charitable remainder trusts, charitable lead trusts, retirement fund assets, charitable gift annuities and real estate.
Planned gifts are generally made from assets rather than income and entail some financial planning. They are often larger than outright gifts because they are made when the donor no longer needs those assets. Frequently a planned gift results in substantial tax savings by reducing income, capital gain and estate taxes. Sandia Prep's Director of Development works with the donor and his or her financial advisors to structure the gift that best meets a donor's objectives. More
Check Out Our Monthly Feature Articles:
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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).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
