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Gift Planning
What Is Planned Giving? Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself. Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More Meet Our Donors We hope you enjoy meeting a few Legacy Society members and learn what inspired them to make their gift. We thank them for believing in our mission and for making our community a better place for everyone. More 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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).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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