Planned Giving Bequests

Photos/1090-SxhVf0kfVjy0.pngBy making a planned gift (Planned Giving Bequests) to the Center for Canine Behavior Studies, you can gain financial and tax benefits for you and your family while helping to save lives. Planned giving benefits the giver and receiver.

Your estate planner can explain the different ways you can beneficially structure a gift or bequest; or you can speak with The Simon Foundation’s financial adviser. Contact us to discuss further.

One of the best ways to provide planned giving support to a favorite charity is through the gift of a paid life insurance policy. This can be done in many ways with different tax advantages and benefits to both the giver and recipient. Start to learn more by reading the Charitable Gifts of Life Insurance brochure.

If you would like to speak with The Simon Foundation’s financial advisor about such a gift to either The Simon Foundation or the Center for Canine Behavior Studies, please contact Mr. John Morris at email john.morris@nm.com, or telephone 860-693-0757 Extension 3002.

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