Planned Giving

You can play a part in preserving Wyoming’s open vistas, wildlife and ranching heritage for future generations while also fulfilling your financial goals. With a planned charitable gift you may be entitled to the following financial benefits:

  • Reduction of income taxes
  • Avoidance of capital-gains tax
  • Increase in disposable income
  • Elimination of estate taxes

There are several types of planned charitable giving, including:

  • Bequests
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Gifts of Life Insurance
  • Gifts of Residence with Life Estate
  • Gifts of Retirement Accounts

If you would like a personalized proposal or have any questions regarding the financial benefits or flexibility of planned giving please do not hesitate to call Bo Alley at (307) 772-8751.