Volume 3, 2011 - Online Edition | In This Issue
The Evolution of a Scientific Breakthrough >
Faces of Lupus: A Lupus Fighter with an Eye Toward the Future >
Exploring the Benefits of Planned Giving >
2011 ALR Grantees Announced >
Lupus News Corner >
Exploring the Benefits of Planned Giving
Let's start with the most basic question:How does planned giving tie into your overall estate plan?
An array of planned giving options can provide direct benefits to you and your heirs — when you make a lasting personal contribution to organizations that you care about — like the ALR.
Here are two of the many ways you can tailor your planned gift to fit your circumstances.
Bequestsguarantee that the scientific investigations you care about today will continue to be conducted well into the future. Such gifts are tax-exempt, which will reduce the overall tax burden for your loved ones.
A charitable remainder annuity trustis a form of planned giving that can provide you with an immediate tax benefit — while generating a guaranteed stream of income for your lifetime and for any other beneficiaries you designate.
If you'd like more information from an expert, Lee Resnick (featured in the Faces of Lupus section on this page) has written some planned giving guidelines that you can read by visiting www.lupusresearch.org/donate/planned-giving.html.
And if you are thinking about making a planned gift to the ALR, Lee would be happy to talk to you. He can be reached by email at email@example.com.