Planned Giving
Are you interested in honoring your family or sustaining your contribution to Experience Learning for years to come? Gifts through bequests and wills are great ways to reap long-term tax benefits and to create a legacy of your family’s charitable giving.
The value of your bequest is fully deductible for estate-tax purposes. You may also establish an income-producing planned gift for the benefit of others through your will, thereby reducing your taxable estate. A bequest, whether outright or to fund a planned gift, can be a useful and advantageous addition to your estate plan.
Please contact your financial advisor or Dave Martin at dmartin@experience-learning.org with questions or interest in planned giving.