Planned Giving

A gift to Seton can be part of a smart financial plan.
Let us help you and your financial advisors develop a plan that meets your financial and charity goals. A properly planned gift may help you reduce or eliminate capital gains and gift and estate taxes. You might realize immediate tax savings as well.

Life income gifts can provide you and/or your loved ones with an income for the duration of your lives or for a specific number of years.
Charitable lead trusts can be used to transfer assets to a loved one with a significantly reduced tax liability.
Real estate, tangible property, and securities can be turned into gifts with immediate tax benefits.
Bequests, retirement accounts, and other testamentary gift plans can allow you to make a more substantial gift than you imagined possible.