Planned Giving Opportunities


Types of planned gifts include your will, gift of retirement funds or savings bonds, insurance policies, charitable remainder trusts, charitable lead trusts, and retained life estates. If you have established a planned gift of which we are not aware, or need additional information about making a planned gift, please contact us:

 

Bequests in Your Will
Retirement Account Gifts
Life Insurance Gifts
Gift of Savings Bond
Charitable Remainder Trusts
Unitrusts
Annuity Trusts
Charitable Lead Trusts
Retained Life Estate

*Madison Academy is not engaged in rendering legal or tax advice. The purpose of this publication is to provide information of a general character only. For legal advice, please consult an attorney. Income tax references refer to federal taxes only, and individual state taxes may further impact your specific situation.