It is always a good idea to review your tax and estate plans periodically. Did you know that several planned gift instruments can lower your tax burden, retain income, and assist a non-profit all at the same time? With major Congressional legislation enacted recently, you may find it a particularly attractive time to review your estate plans.
Planned giving continues to be an attractive and advantageous way for friends and alumni to make a real difference at the College. Depending on your situation, there are a number of ways to ensure assets are passed along to heirs and beneficiaries while making a difference at the College simultaneously.