Legacy/Estate Gifts

Getting Started

Legacy and Estate gifts are often included as one or more of the building blocks of an effective financial and estate plan. It may be possible to increase your giving capacity while at the same time reducing or eliminating income, capital gains, estate, and gift taxes. Consider discussing the following with Council on Aging and your financial planner:

  1. Will Bequest
  2. Charitable Remainder Trust
  3. Gift Annuity
  4. Retirement Plans
  5. Charitable Lead Trust
  6. Revocable Living Trust

Through careful planning of charitable gifts, it is possible to meet multiple goals. You can make large gifts while minimizing or eliminating estate and gift taxes that might otherwise be due.


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