Bernelli University

Make a Difference with your Retirement Planning

Estates valued at over $2 million are often subject to estate taxes which can add up to 45% or more.

As an alternative, if you name The Bernelli Foundation as the beneficiary of your IRA we will receive 100% of the proceeds tax free.  This enables you to make a significant contribution and impact the lives of many without imposing a tax burden on your heirs.

You can choose from numerous naming opportunities and education projects which would continue in your honor.  Our estate planning team would be happy to meet with you for a personalized discussion.

Consider a Charitable Gift Annuity

If you are 62 years or older an you would like to make a gift of $25,000 or more, consider a Charitable Gift Annuity.  Benefits may include:

• an immediate income tax reduction
• a fixed income which you or your family receive back
• satisfaction of knowing your gift enables the Bernelli Foundation to further their mission

Our estate planning advisors are available to meet with you to discuss your needs and interests in detail.