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Community Giving Guide
Plan today...give tomorrow.
Just as you have plans for your career, your children's education and your retirement, it is also beneficial and rewarding to plan for the use of your assets in charitable giving.
Charitable or planned giving is the process of making a gift of estate assets part of your overall financial, estate, tax, and philanthropic planning. It provides you with a tax-smart way to provide social support to the community while building a lasting legacy for the future.
We've put together a guide that includes many charitable foundations and organizations that can benefit from your support. Our purpose in compiling this guide is to help connect you with the community charities you care about and to increase overall giving for the well-being of both your estate and our community's future viability.
Gift planning helps you to give the most effective gifts you can, while considering ways to reduce your income and estate taxes. Well-managed gift planning can protect the size of your estate and allow you to give generously at the same time.
Community is important to us!
If you do not already have a professional advisor or an estate plan or if you would like more information about adding a charitable gift to your current plan, please contact us at 217-223-7310 or at 800-405-6372 to speak with a trust and estate-planning professional today.
Call or stop in for your free copy of the Quincy Community Charitable Giving Guide, or visit communitygivingguide.com to view online.