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How Does Your Generosity Affect Your Kids?

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In a scientific study, researchers posed the following question to the 31 percent of Americans aged 30+ who expect to or have already received an inheritance:

"Suppose someone other than your spouse were to leave you an inheritance. If they had also decided a nonprofit organization would get a percentage, something like 5 to 10 percent, in all honesty, do you think you would wish they had left 100 percent to individuals rather than to organizations, or do you think a gift to an organization is a reasonable choice?"

Here's How They Responded1

72%: A gift to an organization is a reasonable choice. 17%: Not sure. 11%: Wish 100% would go to individuals

If you would like to support an organization like Tallahassee Memorial HealthCare, discuss your thoughts with your children. They will likely be more comfortable with your ideas when you involve them in the decisions you have made. To explore options for giving that can benefit you and your loved ones, contact Paula S. Fortunas at 850-431-5752 or today.

Download a free guide on smart ways to give that minimize your taxes and maximize the difference you can make.

1Source: "2009 Stelter Donor Insight Report"

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.