eBrochures

 

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—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.
—Explains how a gift annuity can benefit Colgate and pay you partially tax-free income for life.
—Discusses the many ways life insurance can be used to provide for loved ones and Colgate, as well as how to avoid taxation on the proceeds.
—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.
—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.
—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.
—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.
—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.


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The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Colgate. We would be pleased to discuss, in confidence, ways in which you may support Colgate. These measures may also have an impact on your estate planning.

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