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What Is It? |
Tax Benefits |
Other Benefits |
Bequest: A gift you make by naming the Lighthouse Foundation in you will.
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Estate tax deduction for the value of your bequest to the Lighthouse.
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Flexibility in providing for your family's needs first and foremost.
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Life Insurance: A gift of an old or new policy with the Lighthouse Foundation named as a beneficiary.
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Immediate income tax deduction for the gift's value, plus possible estate tax savings.
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Provides a significant gift with little expenditure.
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Retirement Planned Gift: A gift made by naming the Lighthouse Foundation the remainder beneficiary after your death and/or the death of your spouse.
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Avoids tax on "income in respect of a descendant" as well as estate tax on the plan.
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Preserves the plan's value and allows you to leave heirs less costly bequests.
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