Planned Giving
We invite you to discover the benefits of making a planned gift to Tao Fellowship. Planned Giving, whether through estate planning or other life-income arrangements, is a way of giving that helps you maximize the personal tax benefits of your charitable giving while leaving a lasting benevolent impact for others.
Help us to help you realize your personal vision and desire to give, while you enhance the Tao Fellowship’s financial security. We want you to be part of our journey.
These opportunities include:
Bequests in wills, real estate donations, deeding a retained real estate, life insurance policy arrangements, transferring publicly traded stock, charitable remainder trusts, charitable gift annuities, remainder interests, charitable lead trusts, and many other creative gift plans.
These gift plans allow donors to enjoy tax savings while turning appreciated assets into income for themselves or others. Planned giving is a tool that helps you achieve your goals for supporting Tao Fellowship and enhances your financial plans and security.
DISCLAIMER: This information on this site is not intended as a legal advice. ALL DONORS MUST CONSULT WITH AND RELY EXCLUSIVELY ON THEIR OWN ATTORNEYS OR OTHER FINANCIAL ADVISORS FOR TAX AND LEGAL ADVICE.
For more information, please contact Tao Fellowship Development Department at 928-204-4286 or email admin@taofellowship.org