Planned giving can be as simple as including a bequest to The Winston-Salem Foundation.  You may leave a percentage share of your estate, specify the dollar amount, or designate the Foundation as a contingent beneficiary.

But planned giving encompasses much more than a simple bequest.

With the goals of providing for your loved ones, reducing taxes, and remembering worthy causes, there are a variety of techniques available that have mutual benefit to you, your community, and your favorite charitable organizations both now and in the future.

• Bequest
• Charitable Remainder Trust
• Charitable Lead Trust
• Life Insurance Policy
• Lifetime IRA Rollover
• Retained Life Estate
• Retirement Plan

Please contact us or your estate-planning professional for further information. Request an appointment to discuss how one or more of these tools might be an appropriate way to demonstrate your concern for future generations.