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:
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Life Estate Agreements
- Bargain Sales