Estate planning finds ways to make charitable gifts while enjoying financial benefits for donors. Planned gifts require discussion with professional advisors. Unlike cash donations, they are typically made from estate assets rather than disposable income and either become operable now or as bequests upon 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 those considering planned giving to consult with an attorney or financial advisor before determining which planned giving instrument works best. To learn more about planned giving, please contact Alcuin’s Philanthropy Office at 972-239-1745, email firstname.lastname@example.org
or text 646-707-4240.