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 lanned
giving is the process of making a donation of estate assets
to one or more qualified non-profit organizations. An estate
does not necessarily equate with a high degree of wealth; it
simply means all of the assets someone owns. A planned gift
is a donation that requires consideration and planning, in
light of the donor's overall estate.
Planned giving can offer unique tax-savings and/or
income-producing benefits to donors of charitable
organizations. By selecting a plan that best fits your
particular situation, you can provide for your needs now or
in the future, or for the needs of your loved ones or others
you designate.
If you are considering a gift to support hospice and/or
end-of-life care services through the Hospice Foundation's
estate planning program, we offer services at no charge to
help you and your advisors choose a plan that most closely
meets your needs and desires. To explore how charitable
planned giving works and its benefits to you, select from
the following choices or scroll down through them. The
following information is not intended to constitute tax,
accounting or legal advice. Potential donors should consult
with their own tax, accounting or legal advisors in
connection with planned giving.
What is a Planned Gift?
Gifts made as part of your overall financial or estate plan
that can benefit you and your loved ones now and the Hospice
Foundation later, are known as planned gifts.
The Benefits of Gift Planning
With certain planned giving vehicles, you are not taking any
assets away from your loved ones.
With certain planned giving vehicles, you can still change
your mind if a need for the assets arises.
You can provide a stream of income to loved ones, and retain
the assets.
You can pass assets on to your loved ones or other
individuals and reduce your taxes.
You can sell your business (or turn it over to other family
members) and avoid a potentially heavy tax burden.
Through your will or trust, your assets will go where you
have designated.
If you would like more information, please contact Jim
Bennett at (831) 333-9023 or send an email to Jim
Bennett.
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