Planned gifts, also known as legacy gifts, are the result of financial planning often involving a future estate. These gifts include bequests in wills, trusts, life insurance, personal property, and annuities. Planned gifts allow you to manage your estate more efficiently while offering you the opportunity to provide for a beneficiary and give to a charitable cause.
A planned gift can benefit both you and Scottish Rite charities. Our philanthropic endeavors include the Scottish Rite Childhood Speech & Language Program (SRCLP) and the Newport News Scottish Rite Medical Equipment Center under the umbrella of the Newport News Scottish Rite Foundation, Inc. If you have questions concerning our charities, please contact the Newport News Scottish Rite Office at 757-599-6617.
Choosing a Gift Plan*
*This chart is for illustrative purposes only and should not be considered financial or legal advice. Always consult your tax advisor before making a decision.
If you want no income, choose from plans 1, 2, 3, 4, & 9.
If you want a fixed income, choose from plans 6 & 7.
If you want a variable income (according to current economy), choose from plans 5 & 8.
This information courtesy of AASR, SJ
https://scottishrite.org/giving/ways-to-give/planned-gifts/
