A legacy gift or a planned gift, which is usually made from assets, is a tax effective way of giving that can enable you to leave a permanent legacy. Most importantly, it can assure that the Children’s Bereavement Center of South Texas will be here to help grieving children for years to come.
There are a number of ways to make a legacy gift. The gift can be a gift of life insurance, a will bequest, a gift of securities, a charitable remainder trust, or charitable gift plus annuity. Planned giving offers a number of charitable giving options – options that suit you and your family’s needs now and in the future and help you leave a permanent legacy.
- Living Trust
- Charitable Remainder Annuity Unitrust
- Charitable Remainder Unitrust
- Charitable Gift Annuity
- Charitable Lead Trust
- Life Insurance Gift
- Retirement Plan Gift
- Real Estate Gift
This information is of a general nature only and is not intended as legal or tax advice. Individuals are encouraged to consult with their legal and/or financial advisors before making a planned gifts to the Children’s Bereavement Center of South Texas.
If you would like to know more about making a planned gift, please contact the Development Department at (210) 736-4847.