In recent years, planned giving has become an increasingly popular means of charitable giving and sound financial stewardship. Planned giving is a wise and effective means to direct material wealth, which would have gone to taxes, toward the effective work of ministry. Many of these gifts also provide income back to the giver, along with significant income tax, capital gains tax, and estate tax benefits.
Nearly everyone would agree on the importance of having a strong estate plan in place. However, more than 70 percent of Americans do not even have a current will. Despite the best intentions, many people hesitate to take the necessary steps to design a plan for their estate.
Listed below are the most common types of planned gifts. If you have an interest in incorporating any of these planned giving options into your estate, SchooLife will work with any of your advisors to assist you in meeting your goals.
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- Wills and Bequests
- Charitable Lead Trust
- Gift of Real Estate
- Charitable Remainder Trust
- Gift of stock or Mutual Funds
- Charitable Gift Annuity
- Gift of Life Insurance
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