BECOME A DONOR
If you’re thinking about making your mark by becoming a donor, we suggest the following steps:
- DECIDE WHEN TO GIVE
You can create your fund now, establish it in your will, or create it
through a trust arrangement that benefi ts your family as well as
charity. You may give in honor of an anniversary, to celebrate a special
event, or to support a cause. Tax deductions are earned at the
time of your gift, while grants awarded from your fund will continue
well into the future. Discuss your overall philanthropic goals with
your family and legal or tax advisors for a plan that best suits your
needs.
- DECIDE WHAT TO GIVE
Almost any asset can be used to start your fund: cash, publicly traded
securities, closely held stock, life insurance, tangible personal property
and private foundation assets. There are many more options wex will be
happy to discuss with you.
Acorn Society | Legacy Society
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