Planned Giving

Did you know that you can make a difference in the lives of men, women and children through planned giving? In addition there may be some Tax Benefits to you through this type of giving. Here are some suggestions to discuss with your financial planner or tax consultant.

Planned gifts that can help now:

Gifts of securities (broadly defined as Stocks and Bonds)
Gifts of real property
Charitable Lead Trust – which can provide a stream of income to Refuge of Hope

 

Planned gifts that can help later:

Wills and trusts
Gifts of Insurance
Remainders from Qualified Retirement Plans