Planned Giving

Leave a legacy.

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.

Only three types of recipients will receive assets from your estate:

• Your family or other loved ones
• The government in taxes
• Charities of your choice

We invite you to examine planned giving opportunities with your tax or estate advisor and Benchmark School.