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Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.
Wills & Bequests
2 brochuresYou've Heard You Need a Will - Here's Why.
Eight Essential Questions About Your Will
Gifts of Appreciated Securities
1 brochureGiving Appreciated Assets: The Last, Best Tax Break?
Retained Life Estates
1 brochureRetained Life Estate
Contact Gift Planning
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Office of Gift Planning
Alumnae House
33 Elm Street
Northampton, MA 01063