Help Me Get Started:
I am most interested in making a gift to Upper Valley MEND that:
Allows me to see my gifts in action
during
my lifetime.
Leaves a legacy with Upper Valley MEND and will benefit our community
after
my lifetime.
The financial benefit that mosts interests me is:
Obtaining an income tax deduction.
Eliminating or reducing capital gains tax.
Giving without affecting my disposable income.
You should consider:
An outright gift of cash.
An outright gift of appreciated securities.
An outright gift of real estate.
Creating a donor advised fund.
You should consider:
A gift of appreciated securities.
A gift of appreciated real estate.
Creating a donor advised fund with appreciated assets.
You should consider:
A gift of appreciated securities.
A gift of real estate.
A gift of life insurance.
The financial benefit that mosts interests me is:
Saving on estate taxes.
Obtaining an income tax deduction.
Retaining flexibility and control of my assets.
Receiving regular payments for myself, my spouse, or a loved one.
You should consider:
A bequest in your will or living trust.
Naming Upper Valley MEND as a beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts.
Creating a charitable remainder trust.
A gift of life insurance.
You should consider:
A gift of life insurance.
A retained life estate.
Creating a charitable remainder trust.
You should consider:
A bequest in your will or living trust.
Naming Upper Valley MEND as a beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts.
A retained life estate.
You should consider:
A charitable remainder trust.
Would you like a member of Upper Valley MEND's staff to reach out to you?
Yes please, I would like to start a no-obligation conversation about how to support my community.
No thank you, I will take the next steps on my own.
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