Have YOU Remembered First Step in Your Estate Plans?

A Planned Gift is a term that applies to several types of gifts that are arranged now and benefits First Step later. When making our estate plans, we all want to provide for our families. By arranging a planned gift now, you may be able to create more opportunities for your family and give to First Step in the process.

Planned giving can reduce taxes on your income and estate, resulting in a larger gift. Many planned gifts bring additional advantages, such as steady, secure income for you. Planned gifts can include cash, securities, retirement plan assets, real estate or life insurance proceeds, and more. The following are examples of a planned gift:

• Bequests
• Charitable Gift Annuities
• Gifts of Retirement Plan Assets
• Charitable Remainder Trusts
• Tax-free IRA Transfers
• Gifts of Real Estate
• Gifts of Securities
• Gifts of Life Insurance
• Charitable Lead Trusts

The First Step Development staff will meet with you to discuss your planned gift. Whether your interest is in providing therapy programs for children, art programs for adults, or preparing a child to enter the world of education, our staff will work with you to insure that your gift will be applied to your area of interest. Planned gifts to First Step can support one or all of our programs and services.

Consult with your attorney and tax adviser to determine how various options might affect your personal tax and estate-planning objectives. If you’ve already included First Step in your estate plan, contact us to ensure that your gift is properly recognized and that your intentions are carried out.