Estate Giving

Estate Giving

Estate Giving is a specialized area in which we can help you leave a legacy through a bequest, charitable trust or gift annuity.

Build a Lasting Legacy

Philanthropy offers valuable estate planning benefits and allows you to build charitable giving into your estate plans. In addition to providing for your loved ones, you may choose to create a unique fund at Incourage or add to one you have already established so that you can make a difference for future generations.

The correct plan for you should balance what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans. We can work with you and your attorney or financial advisor to help you prioritize your goals, while achieving the most favorable income tax benefits available. Some future gifts may allow you to receive an income during your lifetime and benefit your favorite causes after you have passed.

Planned gifts include:

  • Bequest by Will or Trust
  • Charitable Gift Annuity
  • Retirement Plan Assets
  • Gift of Life Insurance
  • Gift of Residence or Farm

Here is Sample Bequest Wording.

For additional information, contact:
[email protected] | 715.423.3863