Estate planning finds ways to make charitable gifts while enjoying financial benefits for yourself. Planned gifts require discussion with your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and either become operable now or as bequests upon your death.
A misconception is that gift planning is only for the "wealthy." The truth is, even people of modest means can make a difference through gift planning.
We urge you to consult with your attorney or financial advisor before determining which planned giving instrument works best for you. For further information, contact Luanne Samuel, Director of Development, by phone: 972-239-1745; or by email:
luanne.samuel@alcuinschool.org.