The information in this article is provided as general information and is not intended as legal or tax advice. For advice and assistance in specific cases, you should seek the advice of an attorney or other professional adviser.
Tuesday, May 28, 2013
12 Things to do in 2013- Make a Legacy Gift
12 Things to do in 2013- #4-Barry Allen
WHAT IS A "LEGACY GIFT?" These are the 5 characteristics of a legacy gift. First, it's a gift that can not be placed in the offering plate at your church. Second, it's a gift using assets, not income - assets like securities, real estate, life insurance, etc. Third, it's a gift one makes in the context of one's overall estate and financial planning. Fourth, it's a gift that uses tax advantaged methods to accomplish the donor's objectives. Fifth, it's a gift that may require a professional adviser's assistance to complete. For more information about how to make a legacy gift for the benefit of your church and/or other Christian causes, please contact Laurie Valentine or me.
For more information, please call us at (502) 489-3533 or toll free in KY at 1-(866) 489-3533
The information in this article is provided as general information and is not intended as legal or tax advice. For advice and assistance in specific cases, you should seek the advice of an attorney or other professional adviser.
The information in this article is provided as general information and is not intended as legal or tax advice. For advice and assistance in specific cases, you should seek the advice of an attorney or other professional adviser.
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