Estate
Planning and Gift Planning
Estate planners often begin by having their clients complete a
detailed checklist about themselves and their interests.
The ABCs of
Planned Gifts
A planned gift, as its name suggests, requires planning, and that
planning is usually tax planning. The term includes several types
of gifts, one of which is the donation of an asset in exchange for
an income, usually provided after the asset is put into a
charitable trust.
Finding
Fulfillment: Make a Personal Plan
Like many people, you may feel overwhelmed with charitable
organizations campaigning through the mail.
Discover
Your Best Methods of Giving
Your stage in life, your financial circumstances and your
charitable goals all affect when, how and to which charitable
organizations you make gifts. Because your decision to support us
requires such thoughtful consideration, we want to see that your
goals are satisfied.
Why You Give and
How You Benefit
Cynics would have us believe that people give to charitable
organizations, like St. John's University, and support various
causes only to save taxes.
How to Plan
for a Financially Secure Future
It may reassure you to know that many retirees live comfortably on
a lower income than people who work full time.
For additional information on gift planning, contact Susan
Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu