Making a planned gift will ensure that Saratoga Bridges will be able to continue to fulfill its’ mission of providing the highest quality services to individuals with developmental disabilities and their families.
Below is an overview of the most common planned gifts.
- Life Insurance
- Retirement Accounts
- Charitable Remainder Trust
- Charitable Lead Trusts
- Real Estate
- Life Estate
This information is not intended to substitute for advice from professional advisors. Before making a deferred gift it is recommended that you consult a lawyer or other tax or estate planning advisor.
The type of gift you make will determine if you are able to increase your annual income, enjoy an income tax deduction (which varies based on your age and type of gift), avoid capital gains on appreciated assets, and/or reduce estate and gift taxes.
To receive additional information about making a planned gift to Saratoga Bridges, please contact Heather Varney at 518-587-0723 ext.1266.