A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Cooley Dickinson.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Planned giving is a great way to support Cooley Dickinson while generating income for yourself and your family. Learn about the gifts that allow you to give to Cooley Dickinson while generating income for yourself and your family.
Donate your home, farm or a second home to Cooley Dickinson and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.