Discover the Rewards of Giving Wisely

Give now, or give later?

A significant outright gift to Salisbury will allow us to meet immediate objectives. In turn, it will give you maximum tax benefits, especially attractive if you are in high earnings years. It can also be the simplest gift to arrange.

You may, however, prefer to leave your assets and cash flow alone until your death, and instead make your gift through your estate. Even though we cannot use this gift immediately, it will be critically important to our long-term financial strength and help ensure our ability to meet the opportunities and challenges the future will present us.

To make a gift from your estate, you use a will or revocable trust. You may also use life insurance or the balance remaining in your retirement plan. These gifts help you keep your lifetime financial planning flexible, although they provide only limited income tax benefits.

You will need professional assistance to set up most estate-plan gifts.

What assets to give?

How can a gift pay you back?