Planned Charitable Giving

As most clients and professional advisors would agree, estate planning is an important way to take care of your loved ones. You make a conscious effort to include your family members or friends in your Will to ensure their well-being after you pass. There is however, one thing you can do for yourself … you can leave a legacy.

There is a sense of personal satisfaction when you know you can give back to your community. Depending on how you have satisfied your philanthropic goals in your lifetime, giving to a charity of your choice through a bequest could be a rewarding experience. If you have been contributing generously through out your life, the charity will miss you when you’re gone.

The obvious tax payback is another advantage of giving charitable gifts in your Will. For more information on charitable giving through a bequest and its benefits contact Bell Alliance.