Planned giving is a sensible gift-giving option that maximizes your contribution, while minimizing the impact on your estate.  By taking advantage of incentives the IRS provides, a planned gift can return an immediate tax deduction to you, plus lifetime income for you and a loved one, plus long-term financial support to Lynch Wellness and Recovery Foundation.

There are several ways to make a planned gift:

• Outright Gifts: These gifts of assets such as cash, securities, real estate, stocks and bonds often provide immediate financial support to LWRF while offering the donor charitable deductions and tax savings.
• Bequests: This gift by will allows the donor to leave a lasting legacy that will provide support to LWRF for years to come, and offers tax benefits to the donor’s estate.
• Life-Income Gifts: Gifts such as annuities and charitable remainder trusts provide financial benefits to the donor while contributing to LWRF endeavors. Life-income gifts offer the donor an income stream, significant tax savings, and a practical, beneficial approach in supporting Lynch Wellness and Recovery Foundation.

To learn more about planned giving and which option is best for you please speak with your financial advisor. For more information on ways to give to LWRF please call 781.878.9809.