Planned Giving

Planned giving is a valuable opportunity for individuals to tailor special gifts that can benefit BAM, now and in the future. Planned gifts can provide an individual with important reductions in current estate and income taxes, while maintaining or even increasing income from the donated assets involved.

Many vehicles exist to structure planned gifts, including bequests, charitable remainder trusts, charitable lead trusts, life insurance, retirement plans, and charitable gift annuities. Depending on your goals for yourself, your family, and BAM, one or more planned giving vehicles can be considered.