Planned giving or "gift and estate planning" refers to a strategic plan that includes instructions for leaving a charitable gift upon your passing or investing today in a way that will result in a gift later. The plan could make a difference to you now through lower taxes or provide you with lifetime income while supporting the non-profit cause you believe in. It is often described as "legacy planning."
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We have experts who can work with you and your financial adviser at no charge.
For a confidential consultation to learn how you can create a legacy of your own, please contact Sharon Thornton, JD, LLM, Foundation President at Memorial Medical Center Foundation at (562) 933-4483.
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