Planned Giving
Gifts by Estate Note
How It Works
- You make a pledge of support to
- You execute an estate note to pay off pledge from estate assets in case pledge remains unpaid at death
Benefits
- You are assured that the programs you wish to support at will receive all the funds you intend
Next Steps
- I’d like to see a detailed description of this gift
- I’d like to have a confidential conversation with a gift-planning
officer about this gift plan or other options - I’d like a personal calculation of this gift
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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