Determining what gift is right for you is just as important as making the gift. The correct plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.
There are many options from which you can choose including making a bequest in your will, designating life insurance proceeds, giving through your retirement plan, or outright gifts of assets, stocks or securities.
We encourage you to contact an attorney to assess your unique situation.
For more information contact Susan Rigo, FAHP, Vice President of Development at email@example.com or 607-737-7004.