What is Estate Gift Planning?
Estate gift planning is the process that allows you to make charitable gifts that provide maximum benefits to both you and your family, as well as to a nonprofit organization. These gifts can be current or deferred, revocable (bequest) or irrevocable (charitable trust). Estate gift planning techniques can provide you with a stream of income and/or estate tax benefits.
Your estate giving options can be as simple as a bequest in your will or the assigning of a beneficiary to your IRA or life insurance. Other estate planning can include an income stream through a Charitable Gift Annuity or a Charitable Remainder Trust.
Estate Planning Options include:
- Wills
- Revocable Living Trusts
- Charitable Remainder Trusts
- Retirement Plans
- Life Insurance
- Charitable Gift Annuity
- Cash & Appreciated Assets
- Real Estate
For more information on these Planning Options see How To Give.
How Your Gift Helps Ananda
Giving to the Janaka Foundation is a wonderful way to include Ananda in your estate plan. A gift to Janaka can be designated for any aspect of Ananda’s work, or it can be an unspecified bequest that will be a legacy of your support for the goals and projects of Ananda’s future.
There are a number of ways donors can fulfill their charitable objectives that may also offer tax savings and other welcome benefits. We hope you will explore these various options with us as you consider making a gift to Janaka. We suggest you seek the advice of a competent tax advisor or attorney before making a final decision.
We Invite You to Join Us!
Through the years, the generosity of many friends has been a critical factor in the strong growth and development of Ananda. These gifts have helped Ananda become a dynamic source for the teachings of Paramhansa Yogananda through the inspiration of his direct disciple, Nayaswami Kriyananda.
For more information, please contact:
Parvati Hansen
parvati@janakafoundation.org
530-478-7695
