Planned Giving

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

  • Bequests
  • 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.

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