Your faithful support is greatly appreciated.  In addition to saying thank you, we would like to share information that can help assure the maximum benefits from your gifts.  By spending a few minutes carefully considering the form and timing of your gifts, you may find that you can have an even greater impact now and in the future.

What is the Best Way to Give…Now?

  1. You can give and protect your economic security. Making charitable gifts while enjoying comfortable retirement years can often be achieved by better planning your gifts.  For example, using the right assets to fund your gifts may help you meet both personal and charitable goals.
  2. You can give and increase your income.  You can make a gift that provides lifetime income to you and/or a loved one while still making a charitable gift.  You not only receive income each year for as long as you live, but you can also enjoy special tax savings as well.
  3. You can give and provide for loved ones.  Providing for children and other loved ones need not compete with your desire to make charitable gifts.  Through careful planning, you can fund charitable gifts in ways that first help you provide for your loved ones.  For example, certain gift plans can help fund a grandchild’s educational expenses or provide income to a brother, sister or other loved one.
  4. You can give and reduce taxes.  Making charitable gifts may also help you minimize capital gain, income, and estate taxes.  And if you are over 70 ½ it may be possible to make certain tax-free gifts from your IRA.

How Can I Give Later?

You can arrange for a gift today that will provide meaningful support for charitable interests in the future.  Consider these ideas:

  1. A gift through your will or living trust is a convenient way to continue to support your charitable interests while still maintaining control of your assets during your lifetime.
  2. Gifts of what remains in retirement plan accounts can be among the easiest to arrange.  You simply designate a charitable organization to receive all or a portion of the balance of these funds when you no longer need them.  This may allow you to give more than you ever thought possible while leaving heirs other assets that may be taxed at lower rates.
  3. Gifts of a life insurance policy or proceeds of a policy that are no longer needed to protect a loved one can also be an excellent way to give.  Additionally, you may be able to use life insurance to “replace” assets you donate to charity, allowing you to provide for your loved ones as well as your charitable interests.
  4. A gift that provides you with immediate tax savings along with generous, guaranteed lifetime payments can be another way to give while maintaining or enhancing financial security.

Remembering Others With Special Gifts

Giving in honor of those who have touched your life is a special way of demonstrating your love, admiration, and lasting values.  For example, a gift plan that makes yearly payments to you for the rest of your life can be designated in memory of a spouse or other loved one.  We would be happy to discuss the many options that are available to you through memorial gifts.  Please contact Jane Grosse at 704 369-2506 or

Most importantly, please know how much we appreciate your continued support.

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