Planned Giving

"Planned Giving" refers to charitable gifts that require some planning before they are made.  They are popular because they can provide valuable tax benefits and/or income for life.

Potential Benefits of planned gifts:

• Increase current income for the donor
• Reduce the donor's income tax
• Avoid capital gains tax
• Make a significant donation to charity

Because of her age, Cathy Champagne represents the newly emerging type of Planned Giving donor: under 50, professional, successful, business savvy, with strong philanthropic interests. By including Southern New Hampshire University in her will and estate planning, Champagne has joined the university's Founders Society.

We welcome the opportunity to talk with you in greater detail about your philanthropic goals and interests. If you have any questions about this or other issues concerning charitable planning for you or your family, we invite you to explore the charitable options section of our web site and give us a call.