Planned giving is very simply the process of designing charitable donations so the donor realizes their objectives, maximizes tax benefits, and produces the largest possible gift to a chosen charity. However, each individual should have a program designed for his/her personal needs.

We have many professionals in estate planning in our communities and they can provide advice about the wide range of programs available. Possible donations include:

• Wills and Bequests
• Life Insurance
• Securities and Property