What Is Gift Planning?
Gift planning is finding a way to make a charitable gift now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. We would be happy to meet with your advisor, put you in touch with an advisor (at no cost?), invite you to attend one of our free seminars on gift planning, or send you additional information.
Unlike cash donations, Legacy Gifts are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.
The most common planned gift is a bequest in your will or living trust.
But your Legacy Gift can meet your own personal and financial objectives, such as immediate tax benefits, or income for life.
Other examples of planned gifts include:
- A charitable gift annuity -A charitable remainder trust
- A charitable lead trust
- An endowment fund
- Retirement plan assets
- Life insurance policies
- A remainder interest in your home or property
Legacy Gift planning is not only for the "wealthy." The truth is, even people of modest means can make a significant difference through gift planning.
Contact us to learn more about how you can support WTVP and the future of public television, while ensuring your family's financial security.
You can help ensure that this vital educational service for our community continues to be available for future generations.
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