Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.
Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you’re taking full advantage of these incentives.
ADI’s Legacy and Planned Giving Department is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.
Leave Your Legacy?
By including ADI in your will or trust, naming the organization as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support ADI for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that’s right for you. Request a confidential, no-obligation conversation to get started.
When you make a planned legacy gift to ADI, you’ll become part of the ADI Legacy Society, joining other supporters and friends who are making ADI’s vision a reality.
In recognition of your generosity and forethought, all ADI Legacy Society members receive:
Use the Form Below to Get In Touch with One of Our Planned Giving Officers.
Let us know how we can help you include ADI in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone – and will ensure that your gift is used just as you wish.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor. © 2022 ADI