Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and the BSO. For example:
- You can make a gift that costs nothing during your lifetime.
- You can give stock and realize larger tax savings.
- You can get a monthly paycheck for life in return for your gift.
- You can donate your house, continue to live there, and get a tax break all at the same time.
Planning your estate and legacy for future generations including your charitable interests takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish. We can give you valuable information about any of the creative giving techniques mentioned in these planned giving pages.
Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind. You can contact me below.
Katharine H. Caldwell
Director of Philanthropic Planning
p 410.783.8087 | f 410.783.8003 | kcaldwell@BSOmusic.org