Include the chapter in your future. In addition to the satisfaction of making a planned gift, donors may be able to accomplish some financial goals such as increasing income, leveraging assets tax-free, controlling the charitable gift, and better serving heirs through estate planning.
- Bequests
- Charitable Gift Annuities
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Life Insurance
- Real Estate
- Retirement Plan Assets
- Savings Bonds
For more information about planned gifts, contact Karen.Barton@nmss.org at 760-448-8412.