Fast Facts About Planned Giving

If you hear “planned giving” and think it’s only for people older or wealthier than you—or that it’s just too confusing—you’re not alone. However, planned giving is for people of all ages and economic statuses, and it doesn’t have to be difficult.

Check out these common planned giving misconceptions and get the answers you need.

#1. Planned gifts are complicated and confusing.
They don’t have to be. There are many types of planned gifts: Most are simple and affordable, like a gift in your will or living trust. You just need to find the one that best meets your needs. We can help you find the best gift for you, just contact Susan Sigman.

#2. Planned gifts are only for the wealthy.
Anyone can make a planned gift—no matter if your estate is worth $100 or one million dollars. Gifts of all sizes make a difference at Institute for Shipboard Education. In fact, you may even be able to make a bigger impact than you thought possible when you make a planned gift.

#3. Wills are only for older adults.
Having a plan for the future is important—no matter your age. An estate plan makes your wishes known and provides your loved ones with peace of mind.

Include Institute for Shipboard Education in Your Future Plans

By including a gift to Institute for Shipboard Education in your estate plans, you create a legacy of support at ISE/SAS. We can help you get started. Contact Susan Sigman at ssigman@isevoyages.org or 970-492-4557 for help finding the right gift for you.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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