• Impact our future
    through gift planning

    • Provide Vital Community Support
    • Enjoy Tax Benefits
    • Contribute to a Bright Future

Planned Giving

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Charitable Remainder
Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!

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Legacy Society

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area through their estate plan. Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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Our Mission

We make generosity easy, and we're ready to help you discover the power of planned giving. By making plans now, you can be intentional about the legacy you will leave for the organizations and causes you love. Here are a few things to know about this simple yet powerful way to grow a lasting legacy:

  • You don't have to be wealthy to make a planned gift. Even a modest amount can make a big impact over time.
  • You can provide for your family and leave a gift to charity. In fact, many planned gifts actually save your family money.
  • Your legacy gift can be revised over time if your philanthropic goals change. The best financial plans have the flexibility to grow with you as you refine your goals for your family, community, and the causes you love.

It's easy to get started. You can begin creating your legacy by browsing our website, or calling 256-489-3525 to start making your plans for tomorrow, today!

Legacy Quick Links:

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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.