The CALS Planned Giving Program...
Bringing your estate picture into focus
Interested in our CALS service?
The CALS Planned Giving Program is here to...
- Help you understand the structure and benefits of planned giving instruments
- Identify your personal goals and the planned-giving structures that best fit them
- Address the broader spectrum of your overall estate - especially the difficult decisions that often delay the completion of estate plans.
We're here to help you establish your overall financial picture and personal objectives.
Step by step, our planned giving process guides you in gathering, organizing and summarizing your financial documents. It also helps you address the emotional and often difficult decisions you may have to make about your loved ones. We enable individuals to clearly establish and express their objectives to their attorneys.
As the picture of your estate comes into focus, you see the decisions needed to take care of your loved ones. You also discover which planned giving instrument best fits in with your estate plan - like the last piece completing the puzzle.
We recommend that you consult with your estate-planning attorney and/or tax adviser regarding the information provided through this program.
To sign up for this program, contact Sonia Murphy, CALS Planned Giving director at 919.513.0637 or email@example.com.