Estate
planning can be a challenging process. Below are some
of the most frequently-asked questions:
Where
do I start? | How do I start? |
What can I give?
How do I leave a gift in memory of a
loved one?
Do I notify the charity that it is a
beneficiary?
Where
do I start?
Your
attorney, financial planner, accountant or insurance agent
can help you with your estate planning. These professionals
can familiarize you with tax benefits and advantages of
various planned giving strategies. You may contact the
development director of a charitable organization. Or
Contact Us at LEAVE A LEGACY.
Back
to top | How do I start? | What
can I give?
How do I leave a gift in memory of a
loved one?
Do I notify the charity that it is a
beneficiary?
How
do I start?
Consider
your family and other persons you'd like to benefit. Ask
yourself which organizations and causes you would like
to support. Be sure to find out as much as possible about
these organizations before you make a final decision.
You may call them directly to discuss specific opportunities
for giving. Click here
for a list of Web sites listing nonprofit organizations
and agencies throughout the country.
Back
to top | Where do I start? |
What can I give?
How do I leave a gift in memory of a
loved one?
Do I notify the charity that it is a
beneficiary?
What
can I give?
Cash
... stocks, bonds and mutual funds ... real estate (land
or buildings) ... personal property (such as automobiles,
art work, jewelry, valuable collectibles, antiques and
more) ... bequests through your will or a living trust
... life insurance ... and retirement plans ... all can
be used as vehicles for planned giving.
Back
to top | Where do I start? |
How do I start?
How do I leave a gift in memory of a
loved one?
Do I notify the charity that it is a
beneficiary?
How
do I leave a gift in memory of a loved one?
You
may give any type of gift to a particular organization
or cause in another's memory. Just be sure it is specified
in your will or estate plan that the gift is in memory
of or a particular individual for a certain use.
Back
to top | Where do I start?
How do I start? | What can I give?
Do I notify the charity that it is a
beneficiary?
Do
I notify the charity that it is a beneficiary?
You
have no legal obligation to do so. This is your decision.
Many organizations, however, like to recognize such gifts
- and donors - in advance.
Now
is the best time to start your estate plan. If you need
assistance, please...Contact Us,
or e-mail dennis.lefevre@newtonmedctr.org
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