Smart Giving Plan Carman & Area 

Decide – what charities are most important to you.

As a family, make conscious effort to choose the charities and projects that mean the most to you, reflect the values you believe in and create the outcomes you desire.

Discover – how your gift can go the furthest for the charity of your choice.

You may be able to direct your gift in a way that targets specific projects and activities, helps the organization limit its fundraising costs and/or focus the time and energy of its volunteers and staff on achieving results instead of fundraising.

Determine– (with the help of financial advisors) the best method of delivering your gift in a way the suits your financial state and lifestyle.

Financial advisors (bankers, lawyers, brokers and accountants) can help determine an approach that maximizes tax benefits and personal objectives. Depending on our stage in life, that could be payroll deduction, annual assessment, pre estate legacy projects or estate plans.

Do it! – experience the personal satisfaction of knowing you have made as big a difference as you are able

Research has concluded that givers live longer,  healthier lives. Create and follow through on your own Smart giving plan.

It Feels Good to do Good

We live in an extraordinary community.  Generations before us have left a legacy of compassion and generosity. Smart giving plans help our generation leave our own legacy.

A smart giving plan can create the opportunity to redirect income or wealth that would otherwise go to taxes, toward a charitable activity or legacy within our community.  Simply put, “Smart Giving” can turn a tax obligation into a community building block through the charity of your choice.

Whether the smart giving plans for your chosen charities include an annual gift, payroll deduction or an estate plan, we encourage families to begin (or continue) a discussion about their charitable goals and objectives, then talk to their financial advisors about how to achieve those objectives most effectively.

 

Make a Difference

Contact the Carman Area Foundation to get more information on how to make the most out of your donation.

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