Estate and Planned Giving

Many of us do not give at a level that we would like to simply because we cannot. However, through estate planning, most have a greater opportunity to do what they have always wanted to do: make a difference – especially by giving to The John Birch Society.

Not only make a difference, but enable the Society to carry on the fight to save our country.

We ask that you prayerfully consider including The John Birch Society in your estate planning. If your situation demands that you consider a 501(c)3 entity, we invite you to explore our affiliate educational organization, American Opinion Foundation. Take a moment to visit AOF’s website for much more detailed information on estate and planned giving.

If you have already made provision for The John Birch Society in your estate plans, please consider sending us a Letter of Intent for our files. A letter of intent is not legally binding, but may be helpful in ensuring that your wishes are met.

Planned giving, sometimes referred to as estate planning, may be defined as a method of supporting organizations or charities that enable donors to make larger gifts than they could make from their income.
No one knows what the future holds, especially when you consider tax law. Many people do not realize that in some cases they can give more during their lifetime than they can through their estate by avoiding or reducing estate taxes.

If you wish to talk to us about any aspect of a lifetime or estate gift, do not hesitate to email us or call 920-749-3780 and ask for Julie Smith. We do not offer legal advice, but we can offer suggestions for you and your advisors. There can be several pitfalls in putting together an estate and our goal is to help you avoid them. We suggest that you send for our free estate planning DVD to see what these pitfalls are and what you can do to prevent some of these problems before they arise.

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