Planned Giving

WHAT STEPS CAN YOU TAKE TODAY TO
CREATE A LASTING LEGACY FOR THE GREATER GOOD?

Charitable gift planning through the San Angelo Area Foundation allows you to create a philanthropic legacy to support the issues and causes you care about long into the future. In the process you can realize financial, tax and estate planning benefits.

The Foundation offers a full range of planned giving vehicles, including charitable remainder trusts, charitable lead trusts, and charitable gift annuities.

In addition, the Foundation is available to provide assistance and suggested language for legacy gifts such as bequests, gifts of retirement plan assets and gifts of life insurance.

 

To learn more about planned giving vehicles, please click on the link you desire. To discuss planned giving options and benefits, receive sample calculations and forms, or arrange for a confidential, non-obligatory gift planning consultation, contact President & CEO, Matt Lewis at 325-947-7071.