The information provided in Ways of Giving is not intended to constitute legal or tax advice, but rather is a general discussion of the various options available in order to provide the basis for further inquiry. The Internal Revenue Code contains many very technical requirements for the validity and effect of the transactions discussed in this paper. The bequests, lifetime transfers, and other gifts to The Foundation discussed here should be prepared by or with the advice of an attorney experienced in such matters. If you are in need of assistance, The Foundation can assist in providing a list of qualified CPA’s and Attorneys.,/p>
Further, The Foundation’s Board of Trustees maintains the right of acceptance and the right of refusal of any gifts to The Foundation.
For more information on Ways of Giving, please contact The Foundation at (337) 494-3226.