Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Gift planning, also referred to as planned giving or legacy giving, describes an array of methods that can be used to commit to making a gift that will be paid to a non-profit organization at a future date, in some cases from the donor's estate upon their passing. Often these options allow a person or couple to make a more significant gift than they would be able to with their ordinary income. These giving vehicles can align with estate and tax planning guidance, often providing the donor or donors a means to benefit both their heirs and the not-for-profit organization, while reducing the impact on the donor's estate, the sale of a business, or other events with significant tax consequences.
Your charitable gift to ESU will provide vital support for our students and our institution and will influence the well-being of our graduates and the communities they serve far into the future. In addition, you can enjoy immediate or deferred tax benefits for you and your family.
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Contact us for more information.