Gift Planning - A specific asset
Do you want to give but also need to make sure you and/or your loved ones are provided for either now or after you are gone?
You may want to discuss gifts that pay income like charitable gift annuities (immediate and deferred) and charitable lead trusts. These types of gifts provide the Foundation with vital long-term resources. The creation of a life-income gift benefits both the giver and the receiver, a "win-win" situation. Your financial advisor will be able to talk with you about whether these are a good fit for you.
How it works:
Benefits
You may want to discuss gifts that pay income like charitable gift annuities (immediate and deferred) and charitable lead trusts. These types of gifts provide the Foundation with vital long-term resources. The creation of a life-income gift benefits both the giver and the receiver, a "win-win" situation. Your financial advisor will be able to talk with you about whether these are a good fit for you.
How it works:
- Talk with your financial advisor about your goals in taking care of family today while planning a gift for the Foundation.
- Inform the Carolina Neurosurgery & Spine Education & Research Foundation of your intent and both parties can work together to ensure it is a good match.
Benefits
- Income today for you and your loved ones.
- Providing for the Foundation in the future.
