Ways to Make a Planned Gift

 

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Six Ways to Make a Planned Gift

To read about one of the six basic ways to make a planned gift, select the one below that best fits your situation.

 

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Gifts by Will
Bequests allow you to secure an estate-tax deduction for the value of your gift.
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Gifts That Pay
You Income

You can support The CMA and retain income for yourself and loved ones.
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Gifts That Protect
Your Assets

Lead trusts allow you to benefit The CMA now, then your heirs.
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Gifts of Retirement Plans
Consider retirement-plan benefits for a significant gift to The CMA.
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Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.
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What to Give
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.
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