You know a will is vital when it comes to distributing your assets to the people and causes you care about, but did you know that creating one has personal benefits? This is particularly apparent when you use it to give a gift to an organization you love, such as RPB.
Here’s how including a charitable gift in your will benefits you:
Of course, loved ones are the first people to consider when drafting your will. Then, think about the nonprofits you want to support. Providing for institutions and causes you care about, such as RPB, is an excellent way to demonstrate your values, help you gain a better understanding of what’s important to you and set an example for others to follow.
Every gift is meaningful and helps us continue our mission. Contact Nora Scott at 646-892-9560 or firstname.lastname@example.org to discuss how your will can make a difference.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 360 Lexington Ave., Ste. 22, New York, NY 10017. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.
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