Greater Savings, Greater Impact
Planned giving allows you to enjoy greater tax savings while fulfilling your philanthropic goals. Often you will also enjoy tax benefits and savings. Make a greater impact by including LINK Unlimited Scholars in your estate plans!
Planned Giving Ideas
There are many ways to make a planned gift to LINK that will support our Scholars! Here are just a few ideas:
- Appreciated Securities: Make your gift go further and avoid capital gains tax.
- Bequest: Establish a lasting legacy by designating LINK as a recipient in your will.
- Beneficiary Designations: Name LINK as a beneficiary in your retirement plan, life insurance, and annuities to establish a legacy of change in Chicago.
Work with your financial advisor and then contact our broker at Morgan Stanley Smith Barney to learn which planned giving option is best for you!
Morgan Stanley Smith Barney
Attention: Patty Brewer
70 W. Madison, Suite 5100, Chicago, IL 60602