Harvest House

Legacy Giving Society

Legacy Giving Society

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Planned Giving

Planned giving allows a donor to leave a lasting legacy. By offering creative opportunities for donations, planned giving provides the chance for the donor to reduce or eliminate estate taxes, reduce or eliminate capital gains taxes, and more. 

Planned gifts often achieve more estate and tax planning objectives than outright gifts. You may have funds available in a retirement account, real property, or other assets that may not be available for an outright gift, but they could be designated through a planned gift.

Types of planned gifts:
•  Securities 
•  Real Estate 
•  Personal Property 
•  Bequest 
•  Retirement Plan Assets, IRA
•  Life Insurance
•  Charitable Gift Annuity
•  Charitable Remainder Trust
•  Charitable Lead Trust
•  And more!