A publication of information on estate and financial planning
published by the Albion College Office of Gift and Estate Planning.

While the concept of giving often includes sacrificing your own assets for the benefit of others, some of the “tools” used in “planned giving” can bring remarkably attractive benefits to the donor, in addition to feeling good about making a gift.

These benefits can include a secure lifetime income, ways to convert highly appreciated assets to income-producing assets without incurring capital gains taxes, as well as many ways to save income and federal estate taxes.

To explore some of this world of “planned giving” you can either call us at 517/629-0237 (no expectations or commitments will arise as a result) or you can examine our very thorough and intuitive Albion Giving website and click on “Planned Giving” near the bottom of the page.

You may particularly enjoy experimenting with the calculators you will find on some of the pages, which allow you to input various examples of gift amounts to determine what the approximate income and tax ramifications would be in your situation.

Check out some previous issues of the Albion Impact!
Download the PDF application form by right-clicking the link below and choosing Save As... from the shortcut menu.

Spring 2006

Winter 2005

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