How to do Gift Planning
Planned gifts may include gifts through your estate, gifts of principal that can pay income for life, retirement plan assets, real property, or other more complex assets. Planned gifts often receive a special tax benefits. Examples of planned gifts are bequests, a gift through a will or a trust, and Life Income Gifts.
For information regarding Planned Giving, please contact us at firstname.lastname@example.org or (509) 737-3413.