Planned giving is the process through which donors leave a charitable bequest through their will or other method of estate planning to a favorite cause. Sometimes charitable bequests on behalf of an estate can work to the benefit of the estate’s primary beneficiaries courtesy of the current tax laws and is a wonderful way to provide a pre-planned gift. You should consult with your tax advisor or financial planner or a CPA to thoroughly understand all the details, but a wealth of information about the process is contained at the following web site: http://www.leavealegacy.org.
If you are interested in leaving a planned gift through your estate, know that the United Way of Greater Williamsburg accepts gifts in the form of legacies. For more information, please call our office at (757) 253-2264 and ask to speak to Sharon Gibson-Ellis, Executive Director or Jim Cooley, Chief Operating Officer.
For more information on Planned Giving, visit the Williamsburg Community Trust.
UPCOMING EVENT:
Tuesday, November 15, 2011 from 2:30p.m. to 4:30p.m. Lewis Hall at Bruton Parish House. You Can’t Take it With You – What Everyone Needs to Know about Estate Planning. Hosted by the Williamsburg Community Foundation, this two hour seminar by several leading estate planning attorneys will help to demystify the process and provide information you need to put your personal estate plan in order. The program is free, but reservations are required. Please call 757-259-1660 or email office@williamsburgcommunityfoundation.org
