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How You Can Help Your Loved Ones and Charity by Blending Gifts
Possibly you have been considering a gift to Lake Forest College, but you are uncertain how to make it. You would like to give the entire amount now but are concerned that you might need this capital if your financial circumstances change. You have also considered a gift through your will, but this delays Lake Forest College's use of the money and does not provide you with current tax benefits.
You know there is quite an array of gift plans, and you wonder which might be best for your circumstances. The answer may not be any one plan but rather a combination of plans that enables you to meet your financial and charitable goals.
The starting point should always be your aspirations, financial situation, and family dynamics. The checklist on the next page may help you clarify those objectives. We then provide an example that shows how combined gifts benefit the donor and Lake Forest College.
To delve more deeply into creative blends of gift instruments, including several more examples, please request the complimentary guide, Yes, You Can Make a Gift You Never Thought Possible: 7 Common Scenarios Where Combining Gift Types Can Help Achieve Your Charitable and Financial Goals. And please contact us: We have helped design many gift combinations and are always available to consult with you. |
