The act of giving assets such as stocks, bonds, jewelry, and cash, to organizations, through the provisions of a will or an estate plan.
A charitable remainder trust allows a trustor to make contributions, be eligible for a tax deduction, and donate a portion of the assets.
A will ensures that the person's wishes are carried out.
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Real Estate or Life Insurance policy where the named beneficiary is a non-profit organization.
If you would like more information about planned giving or to make a donation, please contact us.