Planned Giving

What is Planned Giving?

Planned giving is a way of taking maximum advantage of current tax laws, building and preserving your estate most efficiently, and providing gifts for your favorite non-profit institutions, including The Aurora Colony Historical Society.

Most of us are familiar with giving and deducting contributions from current income; however, there are often other tax benefits that can be realized with careful planning.

Download a brochure to learn more about the benefits of planned giving including: 

  • Bequests
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Life Estate Agreements
  • Bargain Sales