The Georgia Trust

PLANNED GIVING

 


photo by Diane Kirkland

Leave a legacy to The Georgia Trust

The Georgia Trust established the Keystone Society to receive and encourage planned gifts that help to provide a permanent financial base for its ongoing efforts to protect and preserve Georgia's irreplaceable history for generations to come. Supporters who want their gift to benefit Hay House become members of the P.L. Hay Order of the Keystone Society.

 

There are many ways to leave a legacy at here at The Georgia Trust, many of which have significant tax advantages for you and your survivors:

  • Bequests – The simplest and most common planned gift, in which you bequest a specific sum, property, percentage of your estate, or portion of the remainder of your estate to The Georgia Trust in your will. Click here for sample bequest language >>
  • Gift of Real Estate – You can donate real estate as an outright gift, as a bequest, or as a gift into a charitable remainder trust.
  • Gift Annuities - You can give The Georgia Trust an unrestricted gift. In exchange, the Trust pays you a specific income for life.
  • Charitable Remainder Trusts – You can transfer property such as stocks or bonds to a trustee who pays income to you. You receive a charitable donation and The Georgia Trust receives the property at the end of the trust.
  • Charitable Lead Trusts – You can transfer property such as stocks or bonds to a trustee who pays income to The Georgia Trust. Your beneficiaries receive the remainder at the end of the trust.
  • Life Insurance – You can give the Georgia Trust an existing policy or take out a new policy that names The Georgia Trust as beneficiary. You pay the premiums and deduct them as a charitable contribution.

 

From a simple mention in your will to options that begin during your lifetime, we are happy to discuss them with you and/or your estate planner.

For more information on the Trust's planned giving program, please contact President and CEO Mark McDonald at 404.881.7801 or mmcdonald@georgiatrust.org.

 

The material contained herein is not offered as legal or tax advice. Examples of prospective benefits are based on assumptions which may not apply to your situation at the time of your gift. We encourage our donors to seek the advice of a tax advisor, attorney, and/or financial planner to confirm that a contemplated gift is appropriate to your overall circumstances and planning.

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