Disclaimer

The material presented on this Planned Giving website is not offered as legal or tax advice.

Neither the author, the publisher, nor The Circle School is engaged in legal or tax advisory service. For advice or assistance on whether a certain contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

The purpose of this website is to provide general gift and estate planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.

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Contact us for help connecting with a qualified adviser at financial@circleschool.org.