Cash gift is the simplest and most convenient means of sharing.
By transferring securities, you may completely avoid capital gains tax, while securing an income tax deduction for the full current fair market value of the securities.
A gift of real estate yields a deduction for the full fair market value of the property and avoidance of capital gains. An additional benefit is the option to retain the right to live in a residence or farm which you contribute.
This act of giving can be made through the provision of a will or estate plan.
There are several ways you can give through life insurance--donate a new policy, give a policy you already own, assign the dividends as a gift or name Lakeside as a beneficiary.
To recognize your generosity, you have the option to have your name engraved on a leaf for the Leaves of Legacy tree displayed at LLHS. If you have any questions about planned giving or have already included Lakeside in your deferred gifts, please contact Bruce Davis (920-648-2321 x2217; [email protected]) to be added to the Leaves of Legacy tree.