Leaving a Legacy at Roseman University
Future Gifts – a gift made via a bequest or codicil to a will are one of the highest expressions of support for a charity you care about and want to continue to succeed in the future. Roseman does not draft these documents but we are happy to refer you to legal counsel. Roseman University’s nonprofit Tax ID number is: 88-0435559
In Giving We Trust – many people have taken care of their families and heirs through some sort of trust arrangement. This kind of smart estate planning can be benefit a charity as well as family members. Generally a more private arrangement than a will, (all wills are public documents that must be probated through state courts) trusts have tremendous flexibility and oftentimes enjoy better tax treatment.
Gifts that Give Back – we would be pleased to assist you with a giving arrangement that allows you to remove a property from your taxable income stream for a time period, sell real property with the opportunity to provide a charitable gift, sell real estate with charitable intent clearly in mind, and even explore Charitable Gift Annuities that could provide a couple or individual a stream of income for their lives.
These both simple and complicated arrangements are interesting to examine for your particular giving desires. Please directly contact Rebecca Dukes, to begin the conversation. Email firstname.lastname@example.org or call 702-802-2870.