Creating a Legacy for Tomorrow…
The Freedoms Foundation's Planned Giving Program provides you with a broad range of opportunities to provide lasting support of the Foundation's mission through charitable contributions that are incorporated into your financial, tax or estate plan.
The Freedoms Foundation can work with you and your advisors on a gift plan that meets your needs and financial planning goals. The benefits of planned giving can include:
- Immediate tax relief through an income tax charitable deduction
- Annual income for life or for a period of years
- Reduction or elimination of capital gains taxes on transfer of long-term appreciated assets
- Reduction of estate taxes
- Transfer assets to heirs at reduced tax rates
Planned Gift Opportunities:
Charitable Bequest- a bequest naming the Freedoms Foundation at Valley Forge in your will or as a codicil to your will
Gifts that pay an income for life- charitable gist annuities and charitable remainder trusts
Gifts that transfer assets to children and grandchildren- charitable lead trusts
Gifts of Life Insurance- naming the Freedoms Foundation at Valley Forge as a beneficiary or owner of the policies
Gifts of Real Property- residences with a retained life interest
Other Types of Gift Planning Vehicles- revocable trusts, IRA accounts, certificates of deposit, money market accounts and savings accounts
For more information on Planned Giving options, please contact Michael DiYeso, President & CEO at 610-933-8825 (ext. 210) or via e-mail at: email@example.com.