The Robert M. Barr Legacy Circle:
We recognize those who have made bequests in their wills or other planned gifts in support of the CSO long past their lifetime, while realizing substantial benefits for themselves. Your planned gift can achieve personal goals, enhance your financial security, and help to sustain the CSO for generations to come.
Mr. Cameron P. Bean
Mr. & Mrs. Emmett B. Cartledge
Mr. B. Seth Jr. & Mrs. Linda Harp
For more information, please contact Executive Director, Eric Thomas at 706.256.3646 or email@example.com.
Bequests: You can make a planned gift to the CSO in your will or revocable living trust. If you already have a will, it is not necessary to rewrite your entire will to make a bequest to the CSO.
Charitable Gift Annuities provide you with regular fixed payments annually (an annuity) for life in exchange for transferring assets to the CSO.
Charitable Remainder Trusts are agreements between you and a trustee that can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to the CSO.
IRAS and qualified Retirement Plans like 401(k)s are some of the best assets to leave to a charity. You may also designate the CSO as owner and/or beneficiary of a Life Insurance Policy.
Stock Gifts: Gifts of appreciated securities (stocks, bonds, or mutual funds held for more than one year) are excellent ways to support the CSO. Such gifts are easy to make and may provide a greater tax benefit than an equivalent gift in cash. A gift of stock owned for more than one year entitles you to an income tax charitable deduction for the full fair market value of the donated asset. If the stock has appreciated, you also avoid any capital gains tax on the appreciation.
The purpose of this web page is to provide information of a general character only. The CSO is not engaged in rendering legal or tax advisory service. Advice from legal and tax counsel should be sought when considering these types of gifts.