Planned Giving

A planned gift is your way of leaving financial resources to insure the future sustainability of Project Enterprise’s vitally important work for generations. Your planned gift can be structured to fit your lifestyle, goals, and financial need.

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The American Taxpayer Relief Act of 2012 has permanently extended the $5 million (per individual), $10 million (per couple) gift and generation skipping tax exclusion. This exclusion, coupled with current low interest rates create an ideal environment to establish a charitable lead trust for financial and estate planning.

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The importance and impact of your planned gift will be felt once you are gone. However, you may experience tax advantages during your life.  A planned gift can possibly:

  • Provide income for your lifetime, or for a period of  years
  • Lower or eliminate capital gains on contributions of appreciated assets
  • Complement retirement planning
  • Generate substantial federal income taxes
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