At LifeSpan Resources, we welcome the opportunity to work with you and your advisors to evaluate your charitable giving strategy. Use the list below to learn more about potential giving options, each with certain tax benefits. Every situation is different, so it’s important to examine your charitable goals, lifetime income needs and family situation.
Together we can begin the process, determine what works best for you, choose the concepts that will help you realize your objectives and put this valuable plan in place.
We greatly appreciate your consideration of making a planned gift to support our clients who need our assistance remaining independent.
Remember: meals on wheels, transportation, and in-home help can be that priceless gift to make an individual’s last years comfortable, peaceful, and pleasant. It’s what we ALL would want!!
LifeSpan Resources has partnered with a local Chartered Advisor in Philanthropy (CAP) to help philanthropic-minded individuals plan for positive impact and to help create strategies that consider tax implications for charitable giving. Our CAP professional can:
* Facilitate planning for philanthropic impact in the context of wealth strategies
* Help coordinate charitable giving strategies in partnership with your CPA and estate attorney that account for tax implications
* Help you understand how LifeSpan Resources will utilize your planned gift to have the maximum impact and benefit to clients and the community
To be connected with our CAP consultant, please contact Lucy Koesters, Chief Business Development Officer at 812-948-8330 or email@example.com
THANK YOU for considering a Planned Gift to LifeSpan Resources!