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Gift Planning

Leave a lasting legacy with ICF

Planned giving through your estate plan is one of the most rewarding ways to support the causes you care about. But for many, it can be a complex and uncertain process. ICF can help you enjoy the financial benefits available through planned giving while leaving a legacy to be remembered.

Bequests and charitable remainder trusts are used for a variety of reasons, including:

Legacy and Philanthropy:
Individuals can leave a legacy by making significant contributions to charitable causes or organizations. This ensures that their generosity and support continue well beyond their lifetime.

Tax Advantages:
Both bequests and charitable remainder trusts can provide tax benefits for the individuals or their estates. Bequests made to charitable organizations are deductible from the taxable estate, which can reduce the potential estate tax burden. Charitable remainder trusts can also offer income tax deductions for the donor, particularly when funded with appreciated assets.

Financial Planning and Income Generation:
Charitable remainder trusts can be useful for individuals who are seeking income generation during their lifetime while still ensuring a charitable gift upon death. These trusts allow individuals to transfer assets into the trust, receive income from the trust for a set number of years or their lifetime, and then pass the remaining assets to a charitable organization

Flexibility and Control:
Planned giving offers flexibility and control over charitable giving. Individuals can specify the exact amount or percentage of their estates they wish to donate, designate to certain charities or causes they want to support, and even place certain restrictions or conditions on how the funds are used.

It is important to consult with legal and financial professionals when considering bequests or charitable remainder trusts to ensure they align with individual goals and applicable laws.

planned giving experts
planned giving experts

Planned Giving Experts

ICF has more than three decades of experience helping our donors build charitable giving into their estate plans.

With ICF, you get peace of mind knowing you made the right investments to meet your estate planning goals while supporting meaningful giving and inspired change.

Bequests

A bequest is one of the simplest and most effective planned giving tools. With our help, you can include language in your will or charitable trust specifying a gift to family, friends or ICF as part of your estate plan.

ICF has partnered with FreeWill, an online tool that guides you through the process of creating a legally valid will and building your legacy. It’s easy to use, free of charge and can be completed in 20 minutes. Get started on your plans today.

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