Make a Planned Gift
One of the most important things you can do for yourself and those you care about is to thoughtfully plan your finances and estate.
Choosing the Best Gift
No matter how little or great your net worth, proper planning is key to providing for your future financial needs and ensuring your assets are ultimately distributed as you intend.
When evaluating your objectives, consider integrating a charitable gift into your plans- both as an expression you’re your values and a means for supporting an organization, like Goodwill Easter Seals Miami Valley, that matters to you.
Besides being personally satisfying, making a planned charitable gift can be financially sensible, too. Tax savings and, in some cases, guaranteed income are benefits you can enjoy, along with the knowledge that you’re helping others in need. Planned charitable gifts can take many forms, from securities to a bequest through your will.
To select the tool that’s right for you, please talk with a professional advisor.
Including Goodwill Easter Seals Miami Valley in your estate plans is a wonderful way to leave a legacy. To learn more, please contact Kathy Rearick, Director of Development, 937.461.4800 ext.329.
You can receive Legacy, Goodwill Easter Seals’ quarterly estate planning newsletter. The publication is free of charge and includes valuable information to help you through the planning process.
Click here to request your copy.
