A Family-First Philosophy
Take Care of Your Own and Then @[OrgName]
They say charity starts at home, and that can be especially true during uncertain economic times. If you’re worried that you won’t be able to provide for your family, you might overlook a gift to the organizations and causes that also need your support.
Through gift planning, you can choose a method of giving that protects your family’s needs and offers greater tax savings. Here are a few ways you can support @[OrgName].
- A gift in your will. You may find the flexibility of naming @[OrgName] in your will or living trust appealing because you can change your mind at any time. By leaving a percentage of your estate to @[Short], gifts to family members and other loved ones remain proportional no matter how your estate fluctuates over the years.
- Retirement plan assets. Because retirement plan assets can be heavily taxed when left to family, it can be tax-savvy to leave these assets to charity through beneficiary designations.
- Life insurance. Life insurance is a simple way to make a big impact. You can leave all or a portion of your life insurance policy to @[Short].
- Charitable gift annuity. Charitable gift annuities are a strong gift option. Contact us to learn more about this way to give.
How to Give
Looking for other ways to give to @[OrgName]? Contact @[Contact] at @[Phone] or @[Email] to find a gift that best fits your situation. We are happy to help!