A planned gift, or legacy gift, is a contribution that is arranged in the present and allocated at a future date. Planned giving allows you to help Safe Alliance now and in the future. There are multiple ways to make a planned gift to accommodate many different situations.
Benefits of Planned Giving
- Reduce your income taxes
- Avoid capital gains tax
- Increase your spendable income
- Retain payments for life
- Achieve no-cost, worry-free asset management
Common Types of Planned Giving
- Charitable Gift Annuity
- Charitable Lead Trust
- Charitable Remainder Trusts
- Life Insurance/Pension
- Memorial and Honor Funds
- Pooled Income Fund
- Retained/Returned Life Estate
You may benefit from contacting your financial or tax adviser about planned giving. To learn more about planned giving, email Caitlin Donley
or call 704.332.9034.
Legal information: Safe Alliance, Inc. is a 501(c)(3) nonprofit organization as determined by the US Department of Treasury and the Internal Revenue Service. Our federal tax id number is 56-0529967.