Consider leaving a legacy of support by making a planned gift to the Esplanade Association. Planned gifts allow you to combine your charitable giving goals with your estate and financial planning goals. Your gift will provide lasting benefits by ensuring our ability to care for, protect, and improve the Charles River Esplanade.
Planned gifts form part of an overall financial plan that can provide you with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, and possibly even provide income to yourself or others during your or their lifetime. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income.
We offer planned giving arrangements that are feasible for donors of all income levels. Gifts vary from a simple will bequest to arrangements that help you maintain financial independence through favorable income and tax-saving benefits.
There are many different forms your gift can take depending on your goal, including:
- Adding a bequest provision to your will and donating your full or partial estate to the Esplanade Association
- Adding Esplanade Association as a beneficiary to the residual of your retirement plan or life insurance policy
- Creating a charitable gift annuity that will provide you with income during your lifetime and then pass on to Esplanade Association
- Supporting the Esplanade Association and your family with a charitable remainder trust or charitable lead trust
ALWAYS CONSULT YOUR ATTORNEY, CPA OR OTHER TAX ADVISOR WHEN PLANNING A SUBSTANTIAL GIFT
To learn more about planned giving, and about making the Esplanade Association part of your estate planning, please contact our Development Department.