Planned Giving
Leave a Legacy
Planned GivingCharitable Giving
Make your family legacy be a part
of the Panama Canal Museum legacy.
What is a charitable gift annuity?
A charitable gift annuity is an easy way to give and receive. It is a simple contract between you and your favorite charitable organization, such as the Panama Canal Museum, that will:
• Provide immediate tax savings
• Ensure a fixed income stream for life
• Minimize or defer capital gains tax on gifts of appreciated assets
• Help establish your legacy, while enabling the museum to preserve the history of the United States In Panama and the Panama Canal.
Gift annuities are but one way you may give to the museum and still achieve tax and other benefits at the same time. Planned giving, which can best be described as “charitable gift and estate planning,” is a way to make a future gift to the Museum in a way that will not affect your finances today. It is becoming increasingly popular because it is tailored to your individual financial situation. These gifts can be funded with cash, marketable securities, mutual funds, real estate, life insurance and retirement plans. Because planned gifts are structured around each donor’s circumstances, many find that they can do more for their favorite charity than they otherwise thought possible, regardless of their level of income and net worth.
Learn more about these important ways to solidify your legacy and help support the Panama Canal Museum.
Fred Bremer, Certified Financial Planner will be pleased to take your calls and questions at any time. He can be reached at 407- 332-0108 or .(JavaScript must be enabled to view this email address).