Planned Giving

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Planned giving is planning now to make a charitable gift that will make a difference in the future both for yourself and for a cause in which you believe. “Leaving a legacy” is often used to describe planned giving because many such gifts are created to make an impact for generations to come.

A planned gift not only gives you a tax advantage, but it also can fit with your concerns for heirs and estate plans, complement your lifestyle goals and leave a legacy to a cause important to you.

There are many different ways to make a planned gift. Listed below are several options.

· Life-Income Plans
· Gift Annuities
· Gift by Will or Bequest
· Gift of Real Estate
· Charitable Remainder Trusts

Please contact our office at (601) 968-1489 to learn more about planned giving opportunities.