Fast Facts About Planned Giving
If you hear “planned giving” and think it’s only for people older or wealthier than you—or that it’s just too confusing—you’re not alone. However, planned giving is for people of all ages and economic statuses, and it doesn’t have to be difficult.
Check out these common planned giving misconceptions and get the answers you need.
#1. Planned gifts are complicated and confusing.
They don’t have to be. There are many types of planned gifts: Most are simple and affordable, like a gift in your will or living trust. You just need to find the one that best meets your needs. We can help you find the best gift for you, just contact Lauren M. Marzo.
#2. Planned gifts are only for the wealthy.
Anyone can make a planned gift—no matter if your estate is worth $100 or one million dollars. Gifts of all sizes make a difference at The Viscardi Center. In fact, you may even be able to make a bigger impact than you thought possible when you make a planned gift.
#3. Wills are only for older adults.
Having a plan for the future is important—no matter your age. An estate plan makes your wishes known and provides your loved ones with peace of mind.
Include The Viscardi Center in Your Future Plans
By including a gift to The Viscardi Center in your estate plans, you create a legacy of support at Viscardi. We can help you get started. Contact Lauren M. Marzo at email@example.com or (516) 465-1593 for help finding the right gift for you.
The information presented on or through this website is made available solely for general information purposes. It is NOT to be used as a substitute for specific legal or tax advice. Online readers should NOT act upon this information without seeking professional counsel. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.