Gifts Made as a Part of Financial Planning
Beyond annual gifts, some friends of Gianna Homes-Sursum Corda have made arrangements for planned gifts that are a part of their larger financial planning efforts.
Some have made gifts that were included as a part of a sale of an appreciated asset. Others have made gifts a part of their retirement or estate planning. Gianna Homes-Sursum Corda gladly works with donors to create gift-making opportunities that serve both the donor and our mission of service.
To discuss gifts that can reduce a tax obligation, or gifts that can pay an income to the donor or another beneficiary, or gifts that help pass assets on to your heirs, please contact us at 952-988-0953 or by .
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