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Why Consider this Kind of Giving? - A sizable charitable gift can be an important component of your overall estate plan. Aside from the satisfaction of giving, you can benefit in one or more the following ways:

Charitable remainder trusts and charitable lead trusts offer the option of a feral tax deduction in the year the trust was funded.

An outright gift to charity or a charitable remainder trust can help you manage capital gains liability, if you gift includes highly appreciated securities.

In some cases, because the trust is professionally managed, you may experience a greater yield on trust assets.

You gift can help reduce estate tax liability, since assets placed in trust are not considered part of your taxable estate. Again, this especially important if the value of trust assets increase, since more of estate will be passed on to your heirs.

Wells Fargo/Chester Branch Manager Dana Lalum provided this information to the Hi-Line Health Foundation. If you’d like to learn more about any of the topics included in this report or addition information please contact the Foundation Office at 406-759-5181 ext 46 or Dana at 759-5107.

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