Planning a charitable estate is a creative and effective way for caring people to support the causes that matter to them. The decision of a lifetime, it's any substantial gift to a nonprofit organization that involves financial or estate planning. It results in needed financial support for intended recipients and favorable tax benefits to donors, families and heirs. Charitable estate planning ensures that the causes you care about, like the African American Museum in Philadelphia, are supported today – and tomorrow.
We invite you and your attorney, accountant, estate planner, financial consultant or other professional to meet with us and learn how we can help your dreams become reality. Please consider such a meeting should any of the following apply to your situation:
- You have a strong desire to "give something back" to the community
- You want favorable tax benefits that help generous people now and the causes they care about forever.
- You want to set your affairs in order with a structure that is guaranteed despite societal changes.
- You want a say in how the causes that matter to you are operated.
- You wish to extend one's influence beyond the scope of one lifetime.
- You want to involving children and other family members in establishing a family tradition of philanthropy.
For information, contact Kristina Palmer, Director of Development, at (215) 599-3645.