Only three types of recipients will receive assets from your estate:
To ensure your family and other loved ones benefit the most, you should examine planned giving opportunities with Benchmark School.
Planned Gifts come in many forms and offer you the potential to increase spendable income while reducing taxes on income and capital gains. In this way, you can also lower your estate and inheritance taxes.
Planned Giving Opportunities include: a Bequest, a Charitable Gift Annuity, a Deferred Gift Annuity, a Charitable Remainder Unitrust, a Charitable Lead Unitrust, Life Estate Agreement, and a Gift of Life Insurance.
Please contact Barbara Rogers, Director of Development for Special Gifts at 610-565-3741, ext.150, barbararogers@benchmarkschool.org for further information.
