Are We in Your Estate Plan?

PLANNED GIVING

Planned giving is the art of designing charitable gifts so that you realize your philanthropic objectives while minimizing your after-tax cost.

There are a number of ways to plan a significant gift and enjoy tax benefits at the same time:

  • Stocks
  • Life Insurance
  • Charitable Gift Annuities
  • Will or Trust 

Learn more:

     Smart Estate Planning and Strategic Gift Options in Uncertain Times
     5 Key Elements of an Estate Plan
     The Current Economy Presents Tax-Saving Gift Opportunities
     Are We in Your Estate Plan?

Contact us to discuss the benefits of these charitable gift plans.

Darlene F. Lizarraga
Office of Development
Arizona State Museum
520-626-8381
dfl@arizona.edu