What is Estate Gift Planning?

Estate gift planning is the process that allows you to make charitable gifts that provide maximum benefits to both you and your family, as well as to a nonprofit organization. These gifts can be current or deferred, revocable (bequest) or irrevocable (charitable trust). Estate gift planning techniques can provide you with a stream of income and/or estate tax benefits.

Your estate giving options can be as simple as a bequest in your will or the assigning of a beneficiary to your IRA or life insurance policy. Other estate planning can include an income stream through a Charitable Gift Annuity or a Charitable Remainder Trust.

Estate Planning Options include:

For more information on these Planning Options see How To Give.

 

How Your Gift Helps Ananda
An estate gift to the Janaka Foundation can be designated for any aspect of Ananda’s work. It can also be given as an undirected gift “to be used where it is most needed at the time it is received.”

There are a number of ways donors can fulfill their charitable objectives that may also offer tax savings and other welcome benefits. We hope you will explore these various options with us as you consider making a gift to Janaka. (We suggest you seek the advice of a competent tax advisor or attorney before making a final decision.)

We Invite You to Join Us!
The financial generosity of many friends has been a critical factor in the strong growth and development of Ananda. Their gifts have helped Ananda become a dynamic source for the teachings of Paramhansa Yogananda through the inspiration of his direct disciple, Swami Kriyananda. We hope that you will also consider this additional support of Ananda by including the Janaka Foundation in your estate planning.

For More Information, please contact Parvati Hansen.