Estate Planning

Optimize a client’s estate

Including philanthropy in estate planning allows clients to ensure remaining assets are managed—and charitable intentions honored—after they die. The American Gift Fund can help your clients pass charitable assets to the next generation in a way that reflects their philanthropic values and minimizes estate taxes.

Your clients can start donating anytime, while working, or early in retirement. Or, they can choose to defer giving and establish philanthropic accounts as part of their wills. Either option will reduce the tax liability of a transferred estate and be an effective tax planning strategy.

As part of your client’s charitable estate plans, American Gift Fund may be named a beneficiary to the following:

  • 401(k) or other retirement plan
  • Individual retirement account (IRA)
  • Life insurance policy
  • Trust
  • Will

Contact us to get tips on developing a long-term giving plan