Planned Giving

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

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

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.

5 Steps to a Legacy as Unique as You

  1. Define Your Passion
    • What issues do you care about most?
    • To what organizations do you currently give?
    • What gifts provide the greatest satisfaction?
  2. Create Your Plan
    • If you could change anything about our community, what would it be?
    • Do you prefer to fund missions or projects?
    • How much involvement do you want with the causes you support?
  3. Determine Your Giving Level
    • What are your financial objectives?
    • What is your tax situation?
    • What is your own charitable comfort level?
  4. Implement Your Strategy
    • Take advantage of our team of generosity professionals. We make generosity easy, however that looks to you. We can match your charitable goals with charitable opportunities to determine the best giving paths to accomplish your goals.
  5. Review Your Plan
    • Our team can help you evaluate your plans to ensure you are creating a legacy you love.
      • Are your gifts accomplishing what you hoped they would?
      • Has your financial situation changed?
      • Are there changes in tax law relevant to your giving?

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: