Philanthropic Planning

Philanthropic planning 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 this type of planning 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 into the future.

Please contact us or your estate planning professional for further information. You may wish to request an appointment to discuss how one or more of these tools might be an appropriate way to demonstrate your care for future generations.


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