Bequests & Estate Planning


Planned Giving: Creating A Lasting Legacy

A planned gift is a wonderful way to create a lasting legacy for those charitable institutions that matter most to you. It is important to carefully consider a number of key factors when determining if making a planned gift is right for you, such as its purpose, what assets are most appropriate to use in funding the gift, the gift’s timing, its effect on income tax and estate tax planning, and its effect on your family members and friends. When considering your charitable goals and objectives, we strongly encourage you to seek the counsel of your legal, tax or financial advisor before finalizing any gift intention.

Classic Soul Radio provides information on planned giving solely as a guide to help you determine what might best work for you and your interests. Please consider the following information as a resource to help you meet your philanthropic goals.

The information provided here is for illustrative purposes only and should not be considered investment, legal, accounting, tax or other professional advice.