Planned Giving is simply a well thought out current and/or future plan for financially supporting causes that you love, as well as your loved ones.
There are many strategies that a financial advisor can assist you with that will keep your inheritance out of probate court, provide maximum tax savings for your estate, and bless the organizations and people you love. Here’s just one example: there are accounts that you may already have that may be eligible to take up to 10 percent out, tax free, if you are giving it to a non-profit.
We are honored that several folks have included BG Christian in their gift planning. Whether this is your intention or not, we are happy to provide sound referrals to financial advisors should you be interested. Contact firstname.lastname@example.org for more information.