If so, we now have a resource to help you!
Our new Legacy Giving website at CGIFLegacy.org is designed to help you create your estate plan and achieve your lifetime giving goals. Some of the helpful features for you on our Legacy Giving website include:
PROVIDE AND PROTECT
View short videos and learn about the importance of having a will, how bequests are made, the role of living trusts and much more. These engaging presentations are valuable to help you provide for your family and protect your future.
GIFT PLANNING STORIES
Read stories of donors who received tax benefits by making charitable gifts. Learn how a gift to your favorite charity can lead to greater income for you and your family, a tax deduction and a lasting legacy.
PERSONAL PLANNING ARTICLES
Read a new weekly article on how to meet your current financial planning goals and objectives. Learn about estate planning alternatives including wills and trusts that can help you plan your future. Discover ways to care for your family and help your favorite charitable causes.
PERSONAL GIFT ILLUSTRATIONS
View personalized gift calculations that show the income and tax benefits of setting up a gift plan using your assets and property values. Compare the benefits of setting up a bequest gift, charitable unitrust, annuity trust, or gift and sale.
Log on to our Legacy Giving website to review these topics and much more!
If you want to talk with someone confidentially about your plan, please email Marcus Fish or call him at 614-794-5863. He would be happy to answer any questions you might have about the information available on our new Legacy Giving website.