Deferred and Estate Gifts

Planning for the Future

Estate planning can meet the needs of your family and your philanthropic goals. When working on estate and financial planning, our professional team will work closely with you and your advisors to find out which gift best meets your personal financial goals.

Benefits vary, and many gifts can do the following:

• provide regular payments for you and/or your spouse or another beneficiary
• reduce your taxes with a charitable income tax deduction
• reduce or avoid capital gains taxes
• save estate and gift taxes

Bequests to Accordia in your will are easy to make and provide a vital source of funding for building Africa’s capacity to fight infectious diseases.Gifts that give back can help you meet a number of financial goals including retirement planning, providing for elderly relatives, and funding educational expenses. Such gifts can be funded with cash or appreciated securities. Options include:

• pooled income fund
• charitable gift annuity
• charitable remainder trust
• charitable lead trust
• retained life estate

For additional information, please contact [email protected].