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@email.arizona.edu