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Your planned gift establishes a legacy at the Garden and helps to preserve the Garden for future generations. It can also offer you and your family substantial financial benefits and tax savings. To learn more about including Aldridge Botanical Garden in your estate plan, please contact Larry Quick at 205.682.8019 or
aldridgelq@bellsouth.net
Why Should I Make a Planned Gift?
By making a planned gift you will join the many Garden friends who make gifts to Aldridge Botanical Garden while planning for their own future. The gift plans they use to create their legacies are tax-wise tools that yield significant immediate and long-term benefits. No matter how your gift is structured, you can direct your contribution to the program of your choice or for the unrestricted support of the Garden.
What are the Types of Planned Gifts?
Any type of gift enables the Garden to continue providing outstanding programs, and can provide you with financial benenfits that you can count on. The most popular planned gift is a bequest. Our suggested language is:
I give, devise or bequeath (the sum of / a percentage of / the residue of) my estate to Aldridge Botanical Garden, Hoover, Alabama, its successor or successors, for the unrestricted support of the Garden's mission (or named program).
Other types of planned gifts include: charitable gift annuities, charitable trusts, gifts of retirement assets and gifts of life insurance. These gifts all have different income or estate tax savings. The important thing is to find a gift that fits your philanthropic and tax needs. The planned gift staff can help you understand the options and their benefits.
How Do I Establish a Planned Gift at the Garden?
Establishing a gift for the Garden can be a significant part of planning your estate. The Planned Giving Office is an excellent resource for information on ways to give to the Garden. The staff would be pleased to work with you to find the plan that best fits your situation and meets your goals. Before you commit to a gift plan, please consult your attorney or financial advisor concerning your options.
Larry Quick
205-682-8019 ext. 5
aldridgelq@bellsouth.net
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