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What is a planned gift and why should I consider making one?
A planned gift is any financial gift that takes effect at death or requires a document such as a will, gift annuity, or trust. Bequests made through your will, gifts to an endowment, and gifts that provide you income during your lifetime are all considered planned gifts. These types of gifts may provide you with immediate tax benefits and increased income during your lifetime. More importantly, they allow you, as a donor, to demonstrate your values and beliefs to your family and community and leave a lasting legacy to the causes to which you have committed yourself during your lifetime.
Please contact Tricia Brosnahan at 586-416-2300 ext. 4015 or email her at firstname.lastname@example.org to discuss your planned giving options.