Planned Giving
At Hattie Larlham, any
type of charitable giving that provides
for your financial future and the future
of Hattie Larlham is commonly refered to
as planned giving.
There are many types of
planned gifts including gifts of securities,
policies, bequests, annuities and trusts.
To help you find a giving solution that
meets your financial needs, please review
the gift and goals chart
or use our free planned
giving calculator.
Additional planned giving
resources:
Glossary
of Planned Giving Terminology
Charitable Gift
Annuity FAQ
Trust and Funds
FAQ
Types of Bequests
Pertinent Legislation
It is important to note
that some ways to give have certain criteria
associated with them such as a minimum amount
or may require review and approval by a
licensed tax, financial, investment or legal
counselor, while other gifts may be subject
to approval by our board of trustees and
our offices of development, finance and
administration.
The Hattie
Larlham development department is happy
to work with you and your professional advisors
to customize a gift plan that matches your
specific needs, goals and interests. |
