Planned Giving
Planned gifts offer an unusual opportunity to support Sweet Briar while also achieving your personal financial goals. A planned gift can be made either during the life of the donor or after the death of a donor. There are numerous types of planned gifts that can offer you the benefits of capital gains tax savings, increased income, and income tax savings. Planned gifts can include gifts through wills, gifts of life insurance, gifts of charitable annuities, and a variety of charitable trusts.
We would be pleased to discuss your philanthropic needs and the many giving opportunities that are available to you. Additionally, we have a number of useful planned giving brochures that you may request including:
A Guide to Creative Planned Giving Arrangements
A New Use for Your Retirement Plan Assets
Charted Giving Plans
Creative Legacies Through Endowments, Memorials and Scholarships
Estate Planning Strategies That Meet Your Needs
Giving Real Estate
Giving Through Charitable Lead Trusts
Giving Through Gift Annuities
Giving Through Retirement Plans
How to Design a Trust for Yourself
Increase the Value of Your Estate with an Up-To-Date Will
The Charitable Lead Trust: The Gift That Benefits Charitable Organizations and Your Heirs
Your Estate: A Record of Essential Information
Many more titles are available – please call for details.
