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.

Personal Planner - Gift Tax Surprise
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear...
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Savvy Living - How to Make the Most of Your Doctor's Visit
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health...
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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 - Identity Theft Takes $11 Billion From IRS
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the...
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