PLANNED GIVING OPPORTUNITIES
Your Legacy for the Chequamegon Public Schools Foundation for Generations to Come
Planned Gifts refer to longer-term gifts or multi-year pledges to be fulfilled with:
Planned Gifts also include:
To maximize your wealth transfer and tax benefit, we suggest seeking advice from professional advisors, including attorneys, CPA's, financial planners and trust officers.
Planned Gifts refer to longer-term gifts or multi-year pledges to be fulfilled with:
- Cash, checks or credit cards
- Appreciated securities, shares of stocks, mutual funds, etc. (Contact us
for instructions on electronic transfer of securities.) - Real estate and other real property
- Other assets
Planned Gifts also include:
- Charitable bequests to the Chequamegon Public Schools Foundation (CPSF) in wills,
trusts, and other estate plans, and - Naming CPSF as the beneficiary of life insurance, retirement or
pension plans
To maximize your wealth transfer and tax benefit, we suggest seeking advice from professional advisors, including attorneys, CPA's, financial planners and trust officers.