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gift planning
Monthly Planning Tips

Change-Your-Mind Gift Options

A wide variety of gift techniques are available to donors who want to support our programs but feel they need to keep full control of their financial resources during life.

Make a bequest. Gifts by will are the oldest form of revocable gift arrangement – a time-honored way to “give something back” to the society in which you have lived.
Include us in your living trust. Many individuals have revocable living trusts. It’s easy to include us as an additional beneficiary, with the same flexibility available to donors who have wills.
Earmark a financial account for our benefit. Generally speaking, it’s possible to leave financial account proceeds to an individual or organization without making or changing a will. Ask the manager at your financial institution about the necessary paperwork for naming a death beneficiary.
Give IRA or pension death benefits. Naming us as death beneficiary of a retirement plan may be good tax planning because income taxes – and possibly “death taxes” – that may come due at death are wholly avoided.
Make us a life insurance beneficiary. You can make us a recipient of part or all of the proceeds of a life insurance policy. Just ask your company for a beneficiary form.

For more information, please contact our office.


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Copyright © 2008 by R&R Newkirk. All rights reserved.


 




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