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Brooklyn Center, MN
Free Information On Planned Gifts
Death tax, inheritance tax, estate tax . . . no matter what you call them, a well thought out planned gift can help you leave more money to your family even though a charitable donation is part of the plan.
THE ADVANTAGES OF PLANNED GIFTS ARE FOR EVERYONE
Many folks are under the misunderstanding that bequests and planned gifts are only for those who are financially well off. In fact, there are tax benefits for people of every means that can have a positive impact in the here and now as well as in the future. Even if you don't itemize deductions, there can be a planned giving option that can benefit you.
Death tax, inheritance tax, estate tax . . . no matter what you call them, a well thought out planned gift can help you transfer more money to your family even though a charitable donation is part of the plan.
You can even direct where and how your gift will be used. Most people simply indicate their gift be used "as needed", but your gift can be used for many different programs such as children's outdoor education, wetlands protection or habitat work. You may prefer to have your gift added to the Forever Fund, a special conservation fund. Thus your gift will continue supporting fish and wildlife "forever".
The brochures presented below will provide a basic understanding of wills and planned gifts to help you to determine if the benefits of this type of donation are a good fit for you and your family. All are PDF files and easy to download or print right from your computer. Wildlife Forever also has available a planned giving expert that can consult with you. As always, you should also talk with your family lawyer or financial adviser.
Or call Jim Gallagher at (763) 253-0222
For an easy to read discussion on what planned giving is and the general benefits of each type of gift, go to this guide of Planned Giving Basics.
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