Planned Giving and Estate Planning

“Planned giving” is the commitment to give a charitable organization a major gift during a donors lifetime or at death and is an effective financial component to estate planning.

Planned gifts are a way to support Leman Academy of Excellence and enables donors to make larger donations (gifts) than from ordinary income. Planned gifts can provide lifetime income to the donor, use estate and tax planning to provide for non-profits and heirs in a way that maximize gifts and minimize the impact on the donor’s estate. Gifts range from a bequest made in a will, charitable gift annuities and charitable remainder trusts.

We would be more than happy to refer you to the Planned Giving Department - trusted professionals ready to help you identify your options and offer solutions.

If you would like more information, please contact us.