A provision in a will or living trust is the most common way to make a planned gift to the Taddonio Family Foundation and leave a lasting impact on our organization now and in the future.
With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or a charity as part of your estate plan. The most common types of gifts include real estate, stock transfers, IRA rollovers, or lead trusts. This type of gift may also reduce income and or estate tax deductions.
There are different kinds of bequests to choose from depending on your financial objectives. We recommend seeking the help of an estate planner or financial advisor in order to make this kind of gift.
Please contact us to discuss all the options available for planned giving to The Taddonio Family Foundation.