Donʼt I have to be rich to make a planned gift to the Geographic Society?
An estate is simply the value of everything you own – typically, cash and investments, property and personal belongings. Most people have very respectable estates when they add it all together. And, remember, you can make a planned gift of any size.
What can I leave to the Geographic Society besides cash?
You can make a gift of just about anything you own – cash, stocks, life insurance policies, retirement accounts, real estate or personal property.
Do I need a will to make a planned gift to the Geographic Society?
It depends on the type of planned gift you make. While there are some planned gifts that donʼt require a will, others do need to be a part of your will to be valid. Your best bet is to consult a professional advisor to be sure your wishes will be carried out.
How much work and time is involved in making a planned gift to the Geographical Society?
It depends on the type of gift you make and the complexity (or simplicity) of your estate. There are many types of planned gifts that a qualified advisor can help you set up quickly land easily.
What are the tax advantages to making a planned gift to the Geographical Society?
Most planned gifts do carry tax advantages – but how many depends on the type of gift you make. Thatʼs why itʼs important to consult a professional advisor to be sure you are maximizing all available tax breaks as you consider making a planned gift.