Gift Planning is a means of leaving a legacy at Birmingham-Southern College. Gifts are typically funded with cash, securities, or property, and are a long-term partnership between donors and BSC to provide support across campus as well as valuable tax benefits. A variety of planned giving options are available including wills and bequests, trust arrangements, annuities, and life insurance arrangements.
Because charitable gifts are rarely made in a vacuum, they often affect the other parts of your overall estate plan. We are available to help you clarify your personal inheritance and philanthropic goals and to translate those goals into a cohesive and easy-to-understand plan. We then work with you and your other advisors to implement your plan in a timely manner. The end result is the peace of mind that comes from knowing that your plan reflects the values that make you who you are and leaves a heritage for others to follow.
We would be happy to provide both general and specific gift information that will help you select the best gift option for your needs. And remember, planned gifts are not necessarily large gifts, although they are often larger than your annual charitable gifts because of their timing, the type of asset used, and the way in which they maximize one's tax benefits.
Helping you plan a legacy gift to BSC is our privilege, and there is no charge or charitable obligation for these services.
For more information, contact Meredith Wolfe at (205)226-4977 or firstname.lastname@example.org.