Leaving a Legacy Can be Easier Than You Think
Through your estate plans, you can arrange for the future well-being of your family and others you care about. You can also include charitable gifts.
Estate Planning is More Than Just Tax Planning
After first providing for the needs of family, friends and other loved ones, growing numbers of people are arranging long-range gifts in their wills or other estate plans. Whether you are single, married, retired or planning for retirement, your future and the future of those you care about will be influenced by the plans you make today.
On the following pages, you’ll find more detail about the various ways to make one of these meaningful gifts today and in the future. If you are considering making a legacy gift, we hope one of these will be right for you.
When to Give Different Gifts
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60 & Younger
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Ages 60-70
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70+ Years Young
Giving options best suited for individuals younger than 60 years old include:
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Bequest Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
After turning 60, some additional ways to support Friars of the Atonement can be attractive:
- Retirement Plan Gifts
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Remainder Annuity Trust Gifts
- Charitable Bequest Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
We would encourage exploring these giving options for those over 70:
- Charitable Bequest Gifts
- Retirement Plan Gifts
- Charitable Remainder Annuity Trust Gifts
- Real Estate Gifts
- Direct Gifts of Cash and/or Securities
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
Already included us in your estate plans?
