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Planned Giving Preparing for the future is not always easy since you don't know what's in store for you. The Geneva College Planned Giving Program is here to help you evaluate what is available when planning for that future, no matter what it holds. There are many tools available that will have a significant impact on what might happen as you move into the future. These tools can, in some way help you: - increase your income
- reduce both your current and estate taxes
- increase the benefits available to your family and heirs
- Give you the satisfaction of helping Geneva College provide a solid education with a distinctly Christian worldview.
Contact us by phone at 724-847-6516 or plannedgiving@geneva.edu to discuss any of these tools listed below or for free information to review prior to discussing these issues with your personal advisor.
| Personal Planner | Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name they are called "spendthrift" trusts. More ... |
Benefits for Family and Geneva College There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, his favorite charity shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@geneva.edu.
If you are a professional advisor, you may take the following steps on this site.
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