Legacy Giving
Benefits of Membership:
If you have included Crown Point Venues as part of your will or estate plan, and let us know that you have done so, we will recognize your commitment through Legacy Circle membership.
Giving Options:
There are many planned gift options for those wishing to support Crown Point Venues. Information about any of the estate-planning tools can be obtained from your investment advisor or directly from Crown Point Venues' estate planner. Options include:
Bequests
Specifying in your will either a dollar amount or percentage of your estate that you want to go to Crown Point Venues, while retaining the use of your assets during your lifetime.
Charitable Lead Trusts
Transferring assets to a trust that pays a yearly income to Crown Point Venues for a specified number of years, and then returns the assets to you or your designated beneficiaries. The trust assets will not be included in your estate, thus providing income, gift, and estate tax benefits.
Life Insurance
Transferring ownership of a paid-up life insurance policy to Crown Point Venues and receiving an immediate tax deduction, as well as eliminating estate taxes at the time of your death.
Retirement Benefits
Naming Crown Point Venues as beneficiary of IRA or other retirement plan assets, eliminating substantial estate and income taxes on these assets at the time of your death.
