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 firstname.lastname@example.org with questions or interest in planned giving.