What Is Gift Planning?
Gift planning means exactly that, planning now for how to make a charitable gift using the assets in your estate in a way that will benefit the program of your choosing and you.
Gift Planning Services
Saint Mary's Foundation can help you:
- Decrease capital gains and income taxes
- Preserve assets to benefit heirs
- Establish guaranteed income for life
Charitable contributions can provide a great sense of personal satisfaction and achievement. Your charitable contributions can also provide real economic benefit for you and your family and your heirs.
We can help you learn about tax-smart charitable contributions. Click on the links below for information about:
Start planning your tax-saving gifts ... we have everything you need to make the job easier. Just follow these three steps:
- First, click on any of the contributions options listed above to learn about different ways to make a planned gift.
- Next, have your tax attorney or professional estate planner review your plans to help you select the best option for you.
- Finally, make an appointment with our Gift Planning Services Staff to sit down with us to answer any other questions.
Gift Planning Staff
Our Gift Planning staff will speak to you and your attorney or financial advisor in language you both understand. We'll give you accurate, fair and reliable information on virtually every estate planning concern you have. Moreover, we'll give you that information:
- In person
- By telephone
- By fax
- By email
- In a publication
- At a luncheon seminar
To consult about a gift please contact:
Paul Laxalt, President, Saint Mary's Foundation
