What is Planned Giving?
Planned Giving refers to gifts that you designate to Silver Lake College from your assets instead of your discretionary income. Although Planned Gifts normally takes years to realize, they are vitally important to the financial security of Silver Lake College.
Why Establish A Planned Gift?
Planned Giving is an ideal avenue to help you accomplish, simultaneously, your philanthropic and financial goals. It is testimony to your commitment to Silver Lake College's mission and allows you to leave a legacy created by your life's work that will benefit generations of Silver Lake College students to come.
What Constitutes a Planned Gift?
Planned gifts include, but are not limited to: estate gifts, gifts of stocks and mutual funds, real estate, life insurance, personal property, annuities, charitable remainder trusts, intellectual property, and gifts of retirement plan assets.
What about Wills?
While there are many types of planned gifts, bequests are by far the most common. Please consider including Silver Lake College in your will.
Are There Tax Benefits?
Including a charitable planned gift in your financial or estate plan affords you significant tax benefits and may increase the inheritance you leave to your heirs. In the case of charitable remainder trusts, it provides income to Silver Lake College and provides you with a tax deduction, income for life and may help you reduce capital gains taxes. For information that best suits your circumstances, please consult an estate planning specialist.
How can I learn more about Planned Giving?
Silver Lake College will be pleased to assist you in making a gift that is appropriate to your circumstances and in accordance with your wishes. For more information, please contact: Marc R. Barbeau, Vice President of Advancement and External Relations, at 920-686-6176 or firstname.lastname@example.org.