"I made sure my family was covered first, but I remembered my MS family too."- Ann Hoffke, Lawry Circle member |
Name the National MS Society in your will or estate plan and create a legacy that continues to move forward the lives of people with MS long into the future. Although it can be easy to delay estate planning, a properly created will and estate plan brings peace of mind. Knowing your assets will be invested to reflect your passions after your death is deeply satisfying. In addition, careful planning now saves your loved ones from complex probate procedures and costly taxes.
For more information on estate planning, contact Shannon at 612-335-7928 or shannon.wolkerstorfer@nmss.org.
The Lawry Circle
The Lawry Circle is comprised of people who know that the quest for a world free of MS must continue. It honors donors who have informed the society of their intention to help create a better future for the MS community through their will, trust or estate plan. The Lawry Circle honors people who have demonstrated a deep commitment to the society and established a deferred gift. Deferred gifts include bequest intentions in a will, charitable gift annuities, charitable trusts, designating the society as beneficiary of a retirement account or designating the society as beneficiary of a life insurance policy. Because all deferred gifts represent an expression of a lifetime commitment to the society, there are no minimum gift levels and membership is for life. For more information about becoming a Lawry Circle member, contact Shannon at 612-335-7928 or shannon.wolkerstorfer@nmss.org.
Click here for more information about planned giving with the National MS Society.
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Planned giving options
Bequests through your will
A charitable bequest is a flexible way to participate in supporting the future of the movement to end MS. You may prefer that a bequest be for a specific amount or represent a percentage of your estate, or create a bequest that helps the MS Society after you have provided for your family and friends. When remembering the MS Society in your estate plans, it is important to include our correct legal name and address: National MS Society, 200 12th Ave. S., Minneapolis, MN 55415.
Other opportunities
There are a variety of other opportunities that can help you make a bigger contribution than you may have thought possible, receive some favorable tax benefits now and possibly even provide a lifetime income for you or your family. Some options include:
Charitable gift annuity
With a gift today to the MS Society, you can receive a tax deduction now and also regular income payments for the rest of your life.
Retirement plan gifts
Naming the MS Society as a beneficiary on a portion of retirement plan assets is easy, and can save your heirs estate and income taxes later.
Gifts of life insurance
Name the MS Society as a beneficiary, give a gift of an existing policy or purchase a new policy and the annual premium payments can be deductible.
Charitable trusts
There are a wide variety of tax-wise trust arrangements that can incorporate generous gifts to charity and offer tax savings.