What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More
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A Resolution You Must Keep: Take Control of Your Estate in 2015
Every year, we ritually make resolutions to improve our lives—exercise more, be on time, put more money into our savings accounts. While some resolutions are more critical than others, updating or creating your estate plan is one promise you must keep.
Is Your Will Missing This?
If you want to protect your family and assets, then your will is the most vital document you can own. That's not all your will can accomplish, though. By adding a few simple words, you can extend your charitable support beyond your lifetime.
Share Your Good Fortune
Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future.
A Penny-Wise Way to Help
Looking for creative ways to support Cazenovia College during your retirement years? By naming us as the beneficiary of your retirement plan assets or insurance policies, you can provide the support you desire without giving up assets today!