Planned giving can occur during life, at death, or a combination of the two. It is imperative to seek professional tax advice before any type of planned giving is put into place.
There are three basic types of planned giving, each with their own benefits.
Good, Bucy & Elson supports all types of charitable giving. We work closely with our clients who want to include planned giving in their estate plans. We also collaborate with organizations in creating simple and inexpensive ways for their donors to include them in their estate plans.