Most of us don’t like to talk about it, but there are a few truisms in life – death and taxes. Wouldn’t it be great to know that your legacy will be remembered and that your estate may be taxed less with an estate contribution to Harmony Memorial Foundation?
Including Harmony Memorial Foundation in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow Harmony Memorial Foundation to continue its mission.
There are many charitable planned giving options available to you. For example, you can make a planned gift to Harmony Memorial Foundation by naming Harmony Memorial Foundation as a beneficiary of your last will and testament, life insurance policy or retirement plan.
You can also name Harmony Memorial Foundation as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.
Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.
If you, your attorney or financial advisor has any questions, please do not hesitate to contact Harmony Memorial Foundation by calling 607-242-1888.