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.

Gifts by Will Bequests allow you to secure an estate-tax deduction for the value of your gift. Beneficiary Designations Beneficiary designations are one of the simplest and most flexible ways to make a gift. Gifts That Pay You Income You can support the CMA and retain income for yourself and loved ones.

Gifts That Protect Your Assets Lead trusts allow you to benefit the CMA now, then your heirs. Gifts of Retirement Plans Consider retirement-plan benefits for a significant gift to the CMA. Gifts by Estate Note An estate note is an irrevocable pledge or debt against the donor's estate.