Seeds for Thought

• After all your planning is done, you can still add a gift to the Saint E’s Rose Fund without having to change your will or trust.

• You can make a gift by simply changing the beneficiary form for a retirement plan, insurance policy, bank or brokerage account.

• We know you want to leave as much as possible to your family, and with careful planning, you can leave heavily taxed assets like qualified retirement plans to make your gifts to the Saint E’s Rose Fund and reduce your tax bills.

• Furthermore, with careful planning, you can leave the Saint E’s Rose Fund the amount your family might lose due to federal and state income and inheritance taxes. Gifts to charities usually reduce the tax bills, not the amount your family receives.

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