Planned Giving: Leaving 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
- Charities of your choice
- The government in taxes
To ensure that your family and other loved ones benefit the most, we invite you to examine planned giving opportunities with your tax or estate advisor and Benchmark School.
Planned Giving Opportunities include:
- Charitable Gift Annuity
- Deferred Gift Annuity
- Charitable Remainder Unitrust
- Charitable Lead Unitrust
- Life Estate Agreement
- Gift of Life Insurance