Planned Giving
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Meet the Newest Member
Of Our Planned Giving Society
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"My wife and I believe
we are helping the people
who have the greatest
needs by supporting Crisis
Assistance Ministry," says
Gus Psomadakis, the new-
est member of our Legacy
Society, having recently
designated the agency as
the beneficiary of a life
insurance policy. |
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Please Let Us Know If You Have Made
A Legacy Gift To Crisis Assistance Ministry
click here to send us an email
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As its name implies, a planned, or legacy gift requires planning -- usually tax planning. The terms cover a broad range of gifts and plans, all of which qualify for various income and tax benefits in exchange for a gift made either today or in the future.
There are several reasons to make a legacy gift:
•Commitment to a particular cause
•Desire to give back
•Personal satisfaction and values
•Income tax savings
•Reduction of estate and probate costs
Whatever your motivation, philanthropy has many rewards. Your tax advisor can recommend the strategy that is best for you.
What to Give
•Cash
•Securities
•Closely held stock
•Retirement plan assets
•Real estate
•Life insurance
Ways to Give
•Bequests
•Charitable gift annuities
•Charitable remainder trusts
•Charitable lead trusts
•Memorials & endowments
•Donor advised funds
•Your home
Questions? Contact Doug Hartjes, Development Officer, at Crisis Assistance Ministry via email or at 704-227-2794.
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