Your Legacy Matters...

Planned Giving

Many people think that because they don't own enough property, they don't need a will. But when you add up all of the assets that you own, your estate may be larger than you think.

HOW CAN A WILL HELP YOU?

• A will can help you decide who will receive your property.
• You can appoint a guardian for your minor children in your will.
• A will allows you to appoint an executor to administer your estate.
• A will can help reduce taxes for your heirs and your estate.

To learn more about creating a will, click here or contact me today! David Hayes, Vice President for Advancement & Pochabradsky Associate Professor of Business Administration, at 1-800-332-8404, ext. 8555 or 319-399-8555 or dhayes@coe.edu.

Join Coe's online community at Always a Kohawk

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Gift Examples

  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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