Planned giving allows you to advance your own financial plan while supporting the Seymour Marine Discovery Center. You can build your legacy while also creating a lasting influence on marine science, education and conservation.
The following are planned giving options:
- Life income gifts: Provide donors with an immediate tax deduction and a lifetime income—all while benefiting the Seymour Marine Discovery Center. These gifts include charitable remainder trusts, charitable gift annuities, and pooled income funds.
- Bequests: The simplest way to show your commitment to the Seymour Marine Discovery Center. These may qualify your estate for a charitable deduction. Bequests include property, cash, securities, or other tangible assets.
- Retirement assets: Change the beneficiary on any portion of your retirement assets and you avoid paying deferred income tax. When passed down through an estate, retirement assets may be taxed as much as 70 percent.
- Life insurance: These donations may provide you with a current-year tax deduction, and future premium payments on a partially paid policy may also be tax deductible.
As you explore these and other options, we suggest you consult with a financial advisor such as your attorney or accountant.
Call Katherine Moore at 831-459-4568 to find out more.