Planned Giving

Planned Giving

With proper planning, donors who want to support La Posada can make a larger gift than they may think. Some gifts provide a lifelong income to the donor while taking into account estate and tax planning concerns. The goal is to maximize the benefit to the donor, other heirs and La Posada.

In simple terms then, a planned gift is a significant gift (whether while living or as a bequest) that is part of the donor's financial or estate plan.

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Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful...
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What types of new home technologies can you recommend to help me keep tabs on my elderly mother? She lives alone, about a...
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Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Washington News - Coalition Supports Charitable Tax Deduction
Coalition Supports Charitable Tax Deduction
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to...
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