A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away, or as a bequest to honor someone special to you and the Fallbrook Library.
You may wish to consider a planned gift option:
- Securities
- Retirement plan assets
- Life Insurance
- Direct contributions through your IRA
- IRA Charitable Rollover gifts
Gifts up to $100,000 per year are not reported to as taxable income. Such gifts not only support library projects and programs but may offer valuable estate planning and tax benefits by reducing your tax exposure. We encourage you to discuss these options with your financial, investment or estate planning professional.