Planned Giving is an opportunity create a lasting legacy. Your support enables economic stability for an increasing number of community members in need.
Planned Giving and Estate Gifts may provide the following benefits:
- Lifetime income
- Income tax deduction
- Reduction of estate taxes and probate costs
- Avoidance or reduction of capital gains taxes
The following assets and instruments can be designated as gifts:
- Life Insurance
- Real Estate
- Other assets – in accordance with CommUnify’s Gift Policy
The preparation of wills and trusts needs an attorney's professional training. These examples are shown as a public service to provide information of a general nature only. For your specific circumstances, professional legal and tax advice should always be sought.