LEGACY PROGRAM

LOOKING FOR A WAY TO LEAVE A LASTING IMPACT?

Did you know that there are ways to give gifts that can last for a lifetime, while also helping you follow a financial strategy that can minimize your tax liabilities?

Examples of gift planning:

• Gift by will

• Stock, bond, and mutual fund donations

• A charitable lead trust

• Retirement plan gifts

• Donor-advised funds

• Donation of real estate, cars, or other assets such as artwork 

Email Rachel Sager if you have any questions.