Making a planned gift is easy and there are a variety of options. It may involve assets you wouldn’t think of such as a life insurance policy, stocks, or a bank account. Whether you are naming Pratham USA in your will or making a gift of real estate, there is an option that is right for you. Depending on your intentions and the financial benefits you are looking for, there are a number of possibilities:

1. To retain flexibility and control of your assets, you should consider:

• • A bequest in your will or living trust.
  • Naming Pratham USA as a beneficiary of your retirement plan assets, life insurance, bank account, or investment account.

 
2. To obtain savings on estate taxes, you should consider:

• • A bequest in your will or living trust.
  • Naming Pratham USA as a beneficiary of your retirement plan assets, life insurance, bank account, or investment account.
  • Creating a charitable remainder trust.
  • A gift of life insurance.

 
3. To receive an income tax deduction, you should consider:

• • Creating a charitable remainder trust.
  • A gift of life insurance.
  • A retained life estate.

 
Next Steps

Before you make a decision, it is important to seek expert advice. Contact your financial adviser, lawyer, or accountant to discuss the best option. You may also contact us at plannedgiving@prathamusa.org to talk about ways you can support Pratham.