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A planned giving program would allow donors to continue their support long after their death. Currently, 91% of the U.S. asset base is in non-cash property. Most people give to their favorite charity from the remaining 9%. When a charity shows supporters how they can leave a gift from their remaining estate at their death, often a planned gift is completed.
Gift Planning Process
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Gift Planning Services will help Churches and Charities to harness resources that would have been unnecessarily lost to taxation |
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Average charitable bequest reported on 1997 Federal tax returns was $158,000. |
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80% of individuals who contribute annually to charity do not have a will. |
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Estates valued in excess of $1,000,000 are most likely to leave a bequest. |
After going through the Gift Planning Process, most people - with any size estate - will remember their favorite charity with a bequest or a funded gift.
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