Plan a Gift from a Larger Estate
Planning for the larger estate can be both complex and fulfilling. By necessity, it involves the help of your financial and legal advisors to address specific needs relating to your financial position and the creation of your family legacy. Proper planning can also provide ways for you to create a “social legacy,” a way of influencing humanity and passing to your heirs the values that made you what you are. Several charitable tools are available to assist you in the creation of your social legacy and can also provide great financial benefits.
• Fixed income to charity; remainder to heirs
• Donated fund maintained by a charity; donor advises as to recipients of distributions
• Charitable organization supporting named charity; board directs distributions
• Charitable organization controlled by donor; subject to restrictive excise taxes
