If your clients are considering a charitable remainder unitrust, a lead trust, gift annuity options, or any other planned gift as a part of their estate plan, call us and we will be happy to create an illustration that crunches all the numbers, provides both a simple explanation and a more detailed explanation of the concepts, and reviews the tax implications. We will provide this free of charge and anonymously if requested — no need to share your client’s identity or personal information.
Take advantage of this free service by calling Central Kansas Community Foundation at (316) 283-5474 or email Angie Tatro.
Planned Giving Resources
We are happy to provide assistance to you and your client when designing a planned gift. Additional planned giving resources are available through our office.