Estate and Planned Gifts

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Memphis Brooks Museum

What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More

Contact Rick Bartemus at 901.544.6211 or rick.bartemus@brooksmuseum.org to learn how you can support our mission while ensuring your family's financial security.

Check Out Our Monthly Feature Articles:

Q&A: Take a Closer Look at Your Financial Plans
When making a long-term life plan, it's important you know the fine details of your finances and estate. As you learn more about your assets, you eliminate future risk for loved ones inheriting your estate. Be sure to share your plans with the people you care about. Here are the questions—and answers—to preserve what you are planning on passing on. More

Find a Gift That Works for You
You've always answered the call to help others, and now that you want to extend that support through gifts of treasure, where do you start? It's easiest to begin with what you know—your overall goals. Use this checklist to match your wishes with the right charitable path for you. More

Should Estate Planning Be Called Life Planning?
Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. More

The Dangers of DIY Wills
Don't let your family lose money to legal fees, taxes and interest because of a do-it-yourself will. Learn a lesson from this real-life example of a DIY will gone wrong. More

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