A planned gift may be immediate or deferred. It may be made through a will, retirement plan, real estate, bargain sale, life insurance policy or other capital assets. Deferred gifts often provide the most attractive benefits to the donor.
Deferred gift vehicles are bequests, gift plans that generate income during one's lifetime, trusts that pay income to a charity with corpus passing to heirs, contract designations, and remainder interests in a personal residence.
Many types of planned gifts provide financial returns for the donor. To request further information or to help you estimate your income and tax benefits on such an arrangement, please contact Carrie Geurts at (909) 869-4468.