Planned Gifts

A simple bequest in your will is a great way to make a gift that you might not otherwise be able to give. Or, establishing a charitable trust will often allow you to utilize assets that are currently producing less personal income than desired, while also avoiding capital gains taxes. In many cases the effects of making such gifts are very positive in regard to your retirement income, your estate value, and/or in reducing your federal income taxes.

For more information, please contact:

Susan Maxwell, Executive Director
or Contact Susan Maxwell
(806) 744-8877