Planned Gifts
Leaving a lasting memory of your time here on earth is not a difficult task, nor does it require personal wealth.
Planned giving is a process which can provide significant benefits to you and those you love. Some examples are: payments for life through a gift annuity, reducing your taxable estate through a charitable trust, or ensuring you will contribute to the long-range goals of an organization through a bequest.
We at Partners In Care would be extremely grateful should you decide to include us in your estate plans. When you contribute to our mission you help ensure the long-term strength of our organization.
Some ways our donors can contribute, helping not only Partners In Care but themselves with tax benefits and in some cases income, are:
- A charitable bequest through your will
- A gift of stocks, bonds, CD’s or life insurance
- Securities, business or partnership interests
- Real estate, vehicles, jewelry or other personal property
- Retirement assets
- Endowment gifts
- Charitable Lead Trust or Charitable Remainder Trust
- Gift annuity
- Retained Life Estates
What better way to express your thanks for the blessings you have received from Partners In Care caregivers than through a contribution, charitable bequest or planned gift. If you are considering such a gift to Partners In Care, please let us know if we can help you and/or your financial planner. If you would like to speak with a Professional Gift Planning Advisor please phone Lorie Weber at 541-382-5882. We will be happy to schedule a meeting to discuss your philanthropic goals.
Certainly before you make any decisions about planned giving you should consult with your tax consultant, attorney or estate planner to be sure you meet your personal financial goals, maximize your tax savings and fulfill your charitable goals.
