Planned Giving Home

Welcome to Givens Estates Planned Giving

Are you looking for a simple, convenient way to make a gift to Givens Estates this year without dipping into your checking or savings account? If you are over 70 1/2, you can transfer up to $100,000 from your IRA to charity in 2008 without paying any federal income tax.

Your gift can be made simply by notifying your plan custodian of your intent to make a current transfer to us or another charitable organization. And you will feel good knowing that you were able to make a simple easy gift from your IRA this year. For more information on how to make an IRA rollover gift in 2008, please contact us by clicking here or please view our video below.

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Benefits For Family and Givens Estates

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

	Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Mark Bailey Director of Development

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mbailey@givensestates.org.

If you are a professional advisor, you may take the following steps on this site.